Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds
Pictet Asset Management
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Macro matters: US debt crisis looms
Mounting US debt threatens to plague Donald Trump’s second term in the White House and could have serious knock-on effects for investors
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Pictet: Why investors need to rethink their Europe allocation
Europe faces an ‘existential threat’ as it approaches a pivotal point in its economic future, writes Maria Vassalou, head of Pictet Research Institute
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
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Morningstar adds Robeco and Pictet funds to Sustainable Prospects list
DPAM B Equities Europe Small Caps Sustainable also inducted to the list
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Pictet profits down 25% after paying $123m to US authorities
Losses would have been shallower without its payment to the US Department of Justice for shielding client money from taxation
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Just eight asset managers achieve Morningstar’s top ESG rating
Majority of firms have improved their practices
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Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
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Rising bond yields: A one-off adjustment, or a warning light for investors?
Bond markets are preparing for ‘higher for longer’ interest rates despite falling inflation
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Diversity Project launches in Europe to drive inclusivity in asset management
Eight founding firms have set up workstreams around three themes
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Impact investing: The power of positive thought
Pictet Positive Change manager Evgenia Molotova and her team look to identify companies with the skill, balance sheet and will to change
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Is China back with a bang?
Amid the euphoria of China’s economic re-opening, are genuine risks of another potential global wave or further Covid mutation being glossed over?