Russia's invasion of Ukraine has caused severe market ructions. But the economic fallout from the crisis appears manageable. Pictet Asset Management Strategy Unit. Asset allocation: from Corona to conflict Just as the Covid crisis has b...

The social advisor to the Threadneedle (Lux) European Social Bond fund has released its fourth Annual Social Impact Report as part of the fund’s annual disclosure to investors. The report assesses the degree to which the investment strategy’s impa...

What is your management / work philosophy? My philosophy is not complicated. By keeping a very concentrated portfolio, I can focus on my best ideas and be better informed about the risks and potential return of each investment. What is yo...

Asset Allocation & Macro Research, Pictet Wealth Management. Our central scenario is for the Fed to announced four quarter-point rate hikes by summer before marking a pause. Reduction of its balance sheet could start in June. We expect ...

Pictet, a leading alternative investment manager, continues to strengthen its private equity offer with the new vintage of the successful Monte Rosa Co-Investment franchise. With a long history investing in private equity dating back to 1989, Pict...

The cocktail of increasing global geopolitical stress, an outbreak of war, overheating economies and hawkish central banks is a sour one. The tension in markets is palpable. ‘Return of capital’ considerations overshadow the ‘return on capital’ pri...