Industry news and views from Panacea and our partners.
Pictet
Pictet: Barometer: Energy transition in EM: accelerating change
Emerging economies may have lagged their developed peers in reducing fossil fuel use. But there are benefits to being a later mover.
Pictet: Chinese onshore bonds: through thick and thin
Why Chinese onshore bonds should always be part of global investors' diversified portfolios.
Pictet: Barometer: summer slowdown
Equities have had a good start to the year, but the summer could be an opportune time to take some profits, with the rest of the year likely to bring weaker growth and fewer earnings beats.
Pictet: Energy transition in EM: accelerating change
Emerging economies may have lagged their developed peers in reducing fossil fuel use. But there are benefits to being a later mover.
Pictet: Smarter sport
The sporting world is becoming increasingly high-tech, encouraging people to improve health and fitness and supporting growth of the digital industry.
Pictet: Emerging markets in the new world order
The world order of the second half of the 20th century is being turned on its head. The shift should be positive for emerging markets and thus investors in EM debt.
Pictet: Barometer: Scaling back IT but still positive on stocks
Conditions remain favourable for equity markets overall but we trim exposure to tech stocks following their stellar run.
Pictet: Looking at the bright side of life
Dr. Hannah Ritchie, senior researcher at Oxford University and author of 'Not the End of the World' explains why the world is in better shape than many people think.
Pictet: The clean energy grid
A greener planet needs a lot more electricity – and from clean sources. To achieve that, we need a smarter power grid.
Pictet: Stock picking within a top-down framework
Upon winning the UCITS Hedge Awards for Best Performing Fund in 2023 and Best Performing Fund over five years in the Equity Long/Short (Global) – Discretionary category, the Pictet TR – Atlas strategy gets the spotlight in an editorial piece by the Hedge Fund Journal.
Pictet: Emerging markets in the new world order
The world order of the second half of the 20th century is being turned on its head. The shift should be positive for emerging markets and thus investors in EM debt.
Pictet: Towards jet zero
Sustainable aviation fuel could pave the way for greener aviation - and reduce waste from other industries including food.
Pictet: Towards regeneration: how to monitor, track and empower nature protection
Restor, an online platform known as "Google Maps of restoration", empowers biodiversity protection projects worldwide and helps shift the flow of capital, its founder says.
Pictet: Barometer: Scaling back IT but still positive on stocks
Conditions remain favourable for equity markets overall but we trim exposure to tech stocks following their stellar run.
Pictet: EM Asia’s starring role in new era of edge AI
Emerging market equities could help investors tap into the next wave of the AI boom.
Pictet: Brand innovation: not tech, but design
Most think of innovation in terms of technology. But with premium brands, the innovation that matters most is design.
Pictet: Premium brands: travel moves upmarket
The shape of travel is shifting. The offering is moving increasingly upmarket, in part to capture the business travellers who are tacking on days of leisure to their trips.
Pictet: Responsible investment report highlights
2023 was a turbulent year, marked by a challenging economic environment, heightened geopolitical tensions, the vertiginous rise of AI, and the deepening impacts of climate change and biodiversity loss. At Pictet Asset Management, we reaffirm our unwavering commitment to responsible investment. We firmly believe that finance has a pivotal role to play in addressing some of the world’s most pressing challenges to help achieve sustainable development.
Pictet: Asia's fertile ground for event-driven investing
Asia's economic dynamism and variety offer up rich opportunities for equity investors focused on corporate events and special situations.
Pictet: Climate risk disclosures: the making of a green gold standard
Corporate climate risk disclosure rules are about to get stricter and more complex. But benefits of a harmonised global framework may actually outweigh the cost.
Pictet: The deepfake detectors
Sophisticated deepfake scams present major challenges for the cyber security industry – as well as major opportunities.
Pictet: Credit's turn to shine
From attractive yields to strong fundamentals, our analysis shows that credit markets have the potential to outperform.
Pictet: Rethinking emerging markets
Different forces are at work on emerging market economies. Thinking about them across various dimensions helps to make sense of how their equity markets have and are likely to perform.
Pictet: The global pledge to halt and reverse biodiversity loss is helping to shape and accelerate government policy as well as corporate and investor action in terms of protecting the natural world.
2023 was a turbulent year, marked by a challenging economic environment, heightened geopolitical tensions, the vertiginous rise of AI, and the deepening impacts of climate change and biodiversity loss.
Pictet: Impact investing in public markets
Our Positive Change strategy focuses not only on companies with strong social or environmental credentials, but also those that can improve their impact through active ownership.
Pictet: Barometer: Caution prevails
Asia's economic dynamism and variety offer up rich opportunities for equity investors focused on corporate events and special situations.
Pictet: Barometer: Staying overweight equities as world economy avoids slowdown
Prospects for the world economy have improved and interest rates are about to fall. That's a positive backdrop for stock markets in the near term.
Pictet: Biodiversity bonds: the new frontier in fixed income markets
In his new book, Possible, renewable energy expert Chris Goodall outlines how the energy transition is likely to pan out.
Pictet: Data centres: embracing the impact of AI
As AI fuels the need for ever more data, we require data centres to store and process all the information securely. Businesses which contribute to the efficiency of data centres will have the upper hand.
Pictet: Barometer: Stars align for European equities
Economic conditions in Europe are improving while interest rates in the region could soon head lower. This augurs well for European stocks, which we upgrade to overweight.