Pictet Group

Media hub of the #Pictet Group, an investment-led service company, leading independent #Wealth and #AssetManager.

[Pictet Group @PictetGroup]

In the News this week: Bonds vs. Volatility

Linda Raggi, head of macro and multi-sector fixed income at @PictetAM, makes the case for unconstrained fixed income and explains why it is well suited for an environment marked by high volatility.

#InTheNews #PictetAssetManagement #FixedIncome #Volatility

[Pictet Group @PictetGroup]

“When you look at inflation expectation, or what is priced in for central banks, the market has been aggressive in repricing policy rates higher this year and also short-term inflation expectation. That has moderated a bit in Europe but there is still some juice there so we prefer in credit and sovereign the short-term part of the curve which is where we see the most room for repricing if the Strait of Hormuz reopens and if the oil flow normalises”

Watch Lauréline Renaud Chatelain, Fixed Income Strategy Lead at Pictet Wealth Management, speak today on @BloombergTV, The Opening Trade.

https://t.co/3H1j10pCJF

[Pictet Group @PictetGroup]

Pictet Alternative Advisors and Scantum DW have acquired a warehouse on a 22,000 square metre plot in Kerpen, Germany for the development of a modern logistics asset.

With this acquisition, the joint venture is expanding its platform strategy, which now comprises two warehouses in Germany.

Read the press release here: https://t.co/O2HqQnxBrD

[Pictet Group @PictetGroup]

In the news this week: Investors wake up to climate opportunities.
Marie-Laure Schaufelberger, Chief Sustainability Officer at Pictet, explains why the largest oil supply disruption in history has put the build-out of clean energy back on investors' radar.

#InTheNews #Sustainability #Climate #OilSupply

[Pictet Group @PictetGroup]

In the news: Billions of blockbuster #biotech M&A.
David Braga Malta, private equity thematics principal at Pictet Alternative Advisors, explains why biotech M&A is on its strongest run in years and the profound implications for private-market investors.

[Pictet Group @PictetGroup]

Luca Paolini (@Luca_Paolini), Chief Strategist @PictetAM, spoke with Merryn Somerset Webb (@MerrynSW) about how the AI investment boom, strong corporate earnings and persistent US economic strength continues to support markets but warns that the era of US exceptionalism may be fading, making diversification and lower long-term return expectations essential for investors.

Watch the full episode of “Merryn Talks Money”: https://t.co/SwtpXjeEhs

[Pictet Group @PictetGroup]

Is AI a gift or a curse? Graham Secker, equity strategy lead at Pictet Wealth Management, discusses the strong earnings momentum that is defying geopolitical uncertainty and explains why careful selection is needed to differentiate between hype and sound fundamentals.

[Pictet Group @PictetGroup]

“Investing in evolving technologies can be rewarding, but it is also risky, and distinguishing winners from losers is not straight forward. At Pictet, our approach is to tune out the noise of short-term cycles and focus on the trends impacting long-term investment opportunities.” Steve Freedman, Head of Research and Sustainability, Thematic Equities, @PictetAM.
Our ‘Ahead 2026’ report highlights the most prominent trends in science, technology, and sustainability that will shape economic growth and investment: https://t.co/EWZkv4es7T

[Pictet Group @PictetGroup]

“The fact that the market is still expecting the Strait of Hormuz to reopen and energy flow to normalise means that the short-term inflation swap rate has not priced in the worst scenario: a Strait of Hormuz that continues to be shut at the end of May - causing more disruption, demand shortage and demand destruction, which means the economic impact could be more severe in terms of price and economic growth.”

Watch Lauréline Renaud-Chatelain, Pictet Wealth Management, on @BloombergTV’s The Opening Trade, speaking with Anna Edwards (@annaedwardsnews), Tom Mackenzie (@TomMackenzieTV) and Guy Johnson (@GuyJohnsonTV).

https://t.co/zvmHGUdTrw

[Pictet Group @PictetGroup]

In the news this week: Middle East conflict, bottlenecks and inflation

Shaniel Ramjee, co-head of multi-asset London at @PictetAM, explains how the Middle East conflict intensifies existing economic bottlenecks and why the impact is likely to persist for a long time, even after any resolution.

#InTheNews #PictetAssetManagement #MultiAsset #TotalPortfolioApproach

[Pictet Group @PictetGroup]

We are pleased to present Pictet’s Annual Review for 2025, a year marked by firsts, from moving into our new Geneva campus to celebrating our 220th anniversary.

Against a backdrop of AI-driven market rallies, emerging market resurgence, and ongoing geopolitical shifts, Pictet delivered strong investment performance and reached record assets under management.

Discover our Annual Review 2025 here: https://t.co/ggB7GlSING

[Pictet Group @PictetGroup]

“Ironically now the Iran war is ongoing, more collaboration is needed among nations in trying to avoid the nuclearization of Iran, destroying its defence capabilities and ensuring the safe passage from the Strait of Hormuz. The fact that Europe is reluctant to help actually prolongs this conflict which in turn will have a more severe impact on European economies.”

Watch Maria Vassalou, Head of Pictet Research Institute, speak with @TomMackenzieTV on @BloombergTV's The Pulse.

https://t.co/uooet4ohiF

[Pictet Group @PictetGroup]

In the news this week: Is the world ready for Mythos?
Stanislas Chanavat, Thematics Private Equity Principal at Pictet Alternative Advisors, explains why the excitement (and concern) around @AnthropicAI's closely guarded Mythos model is justified and discusses opportunities in emerging and established cybersecurity companies.
#InTheNews #PictetAlternativeAdvisors #AI #Anthropic

[Pictet Group @PictetGroup]

“We see our job as managing long term savings on behalf of our clients. Our job is to look far into the future and to weather the storm, rather than try to anticipate what the market will do tomorrow.”

Watch Laurent Ramsey, Managing Partner at the Pictet Group and Chairman of Pictet Asset Management, on @BloombergTV’s The Pulse, joining Anna Edwards (@annaedwardsnews) in London.

https://t.co/9c33ZgtUZj

[Pictet Group @PictetGroup]

In the News: Beating volatility with bonds

Gareth Payne, Head of Fixed Income Client Portfolio Managers at @PictetAM, makes the case for an unconstrained #FixedIncome investment approach, which is well-positioned to navigate the uncertainty and volatility currently driving financial markets.

Find out more: https://t.co/soX8MLzZ2H

[Pictet Group @PictetGroup]

“In today’s volatile markets, high-net-worth clients are increasingly recognising the value of private markets as a stabilising force within their portfolios” says Managing Partner Elif Aktuğ in an interview with @MilanoFinanza’s @MarcoCapps. She emphasises the potential for substantial investment in European mid-market companies and hedge funds, underlining that this asset class demands ‘staying power’. Read the full interview here: https://t.co/3h2fG00JAw

[Pictet Group @PictetGroup]

In the news this week: Investors diversify into EM fixed income opportunities

Robert Simpson, Head of Emerging Markets investment strategy at @PictetAM, explains why #EmergingMarkets fixed income has evolved into an asset class supported by stronger fundamentals and improved policy frameworks that are often more orthodox and proactive.
#FixedIncome

[Pictet Group @PictetGroup]

“A big part of our job is to comfort our clients about the longer term outlook for markets, reminding them of their investment objectives, rather than trying to react to peer pressure or the news flow.”

Laurent Ramsey, Managing Partner of Pictet Group and Chairman of Pictet Asset Management spoke today with Stephen Carroll (@stephencrrll) and Caroline Hepker (@chepker) on @BloombergRadio, explaining why long-term investing remains key, how wealthy clients are diversifying across regions, and whether Europe could benefit from shifting capital flows.

https://t.co/IzZQKipH2O

[Pictet Group @PictetGroup]

Pictet Alternative Advisors and Viga Real Estate announced the acquisition of Project Delta, marking the first expansion of their recently established joint venture.

Linus Nilsson, Head of Nordics, Real Estate at Pictet Alternative Advisors, says: “We’re excited about adding an additional 96 high quality residential units to our standing residential portfolio in Copenhagen and to further expand our successful collaboration with Viga Real Estate.”

Read more here: https://t.co/EjC7UgCS2f

[Pictet Group @PictetGroup]

In the news this week: Geopolitics will shape the fragile US–China détente for years to come

Maria Vassalou, Head of the Pictet Research Institute, looks beyond the current geopolitical turmoil to examine the long-term implications for Sino–US relations regarding energy supply and export routes.

#InTheNews #USChina