Industry news and views from Panacea and our partners.
Pictet
Pictet: European real estate: from headwinds to tailwind
After a tough couple of years, European real estate stands out as one of the few asset classes where valuations aren’t sky high. With fundamentals improving, this creates an attractive investment opportunity.
Pictet: How to electrify everything
In his new book, Possible, renewable energy expert Chris Goodall outlines how the energy transition is likely to pan out.
Pictet: Tech solutions for smarter and greener buildings
Smart city planners are on a hunt for technological solutions to improve efficiency, reduce emissions and simplify construction processes.
Pictet: Hedge funds: in search of alpha
Following a period of policy uncertainty, the path for global interest rates is now relatively clear. We believe that’s good news for alpha generation and particularly for hedge funds.
Pictet: The nature-related risks facing investors and businesses: lessons from a bee parasite
A mite that feeds on honey bees shows why biodiversity risks need to be part of corporations' thinking on sustainability.
Pictet: Tailoring the Taylor Rule for a clearer steer on rates
What will happen to interest rates this year? We’ve developed a modified version of the Taylor Rule which might have the answers.
Pictet: Emerging markets: the back door to AI investments
US tech firms Nvidia and Microsoft have understandably become AI darlings. But investors looking to capitalise on advances in machine learning should also take a close look at emerging markets.
Pictet: Closing the loop in textile recycling
It is not possible to recycle most fabrics with current methods, meaning millions of tons of fast fashion clothes that are thrown away each year end up in landfill.
Pictet: Don't underestimate the energy transition
Diego Diaz Pilas, the global head of technology and ventures at Iberdrola, offers insights into the speed of the energy transition and its challenges in this conversation with Mega.
Pictet: Barometer: A spring in the market's step
Equities should extend their rally as interest rate cuts appear imminent in the US and other developed economies.
Pictet: Barometer: Going geospatial
Geospatial data once helped identify the cause of cholera. Today, it's used everywhere from improving crop yields to tracking the effects of climate change.
Pictet: GLP-1 drugs: the diet killers?
Obesity drugs have the potential to be a healthcare revolution. With caveats…
Pictet: Credit where credit is due
During the past quarter century or so, a blend of European credit would have delivered better returns at lower risk than the standard balanced portfolio.
Pictet: Barometer: Tech's profit growth should continue to propel stocks
Robust earnings from the IT sector suggest tech stocks should add to their gains. Japanese equities are also set to extend their rally.
Pictet: Buildings that contribute to a more sustainable and regenerative future
The global construction industry is on the hunt for innovative solutions to reduce its large environmental footprint.
Pictet: Down but not out: why Chinese stocks should retain their place in global portfolios
China’s economy and equity markets haven’t had an easy ride. But we believe there are still plenty of attractive investment opportunities – if you know where to look.
Pictet: The risk of staying risk-free
Investors are clinging to cash now that it offers a level of income not seen for more than a decade. But in doing so, they're missing out on much better opportunities.
Positioning for a sea change in fixed income
Government bond and credit markets are likely to suffer considerable volatility, but they offer careful investors rewarding opportunities.
Gene therapy: tweaking nature's errors
Advances in gene therapy are offering fresh hope for a range of medical conditions from cancer to rare genetic disorders.
Barometer: A tactical opportunity emerges in equities
As inflation continues to slow and economic growth remains resilient we upgrade stocks to overweight as part of a tactical move.
Capitalising on Human Capital
Investors can identify emerging market opportunities by focusing on countries' prospects for human capital growth.
Pictet: With great power, comes great responsibility: Tech and its complex relationship with ESG
Having enjoyed a strong rally, technology stocks are now a key feature of both active and passive equity portfolios. This means understanding their ESG credentials has never been more important.
Pictet: The 5 lessons investors should learn from 2023
Betting against the US economy was a mistake, while hopes for China's revival proved overly optimistic. Chief strategist Luca Paolini runs the rule over a tumultuous year.
Pictet: Higher for longer than you think
Investors are overly optimistic about how soon and deeply central banks will be able to cut rates. The fight against inflation isn't won yet.
Pictet: Barometer: Markets getting carried away
Equities and bonds have rallied sharply as a growing number of investors see aggressive monetary easing in 2024. We also believe rates will fall, but not as steeply as markets envisage.
Pictet: Watch the Annual Outlook 2024
Stock markets may have fared better this year than last, but returns were still below average in real terms. So what lies ahead for markets?
Pictet: Seven trends to watch in 2024
The key trends to look out for in science, technology and sustainability over the next 12 months – and beyond.
Pictet: A short cut to better bond returns
The volatility of the fixed income market has left investors wary. But the yields offered by shorter-dated bonds are as attractive as they have been in quite a while.
Pictet: A bond revival beckons in 2024
Bond investors have reasons to be optimistic as the new year approaches.
Pictet: The investment landscape in 2024
US stocks look set to trail European and Swiss equities in a year that will also see bonds gain in response to slower growth.