Industry news and views from Panacea and our partners.
Pictet
Pictet: Where AI will really be felt
Pictet Asset Management thematic advisory board member Carl Frey looks to the past to understand how AI is likely to transform the global economy.
Pictet: Barometer: EM stocks set to remain at top of leaderboard
Looser monetary and fiscal policy should help equity markets build on their gains and we expect emerging market stocks to pull away from the rest over the near term.
Pictet: The de-USification trade rolls on
Emerging market debt grows increasingly attractive in a world of volatile US policy
Pictet: Barometer: Stocks set for further gains as economic conditions remain benign
We remain overweight stocks, and expect emerging market equities to build on their gains thanks to additional rate cuts and healthy economic growth.
Pictet: How AI is laying the foundations for Quant 2:0
David Wright, Head of Quantitative Investments at Pictet Asset Management, details the recent advances in AI that are helping quantitative strategies to evolve into the next generation of investment.
Pictet: The market for longevity
The global demographic shift - longer lives and fewer children - isn't just a risk for investors, it's also creating opportunities
Pictet: Reflecting on 30 years of active thematic equities
Pictet Asset Management is the pioneer in thematic investing. Find out how it started as the team reflects on 30 years of active thematic management.
Pictet: The investment landscape in 2026
Global equities should build on their gains next year, with emerging market stocks delivering among the best returns. In fixed income and currency markets, government bond yields could edge higher over 2026 while the US dollar is set to depreciate further.
Pictet: Tech for positive change
Digital technologies and AI can help businesses accelerate their sustainability efforts and deliver lasting positive impact — including shrinking the sector’s own environmental footprint.
Pictet: AI: the next chapter
The AI boom is creating a sense of optimism around the world – but also concern about a potential new bubble. We believe AI continues to offer attractive investment opportunities, supported by strong demand from both businesses and consumers.
Pictet: A new era for emerging market bonds
Returns from emerging market bonds hinge on five factors, our economic research suggests. And for the first time in two decades, four of these are now favourable, heralding a new phase of outperformance for the asset class.
Pictet: AI (probably) won't put you out of work
AI is already changing the world of work, but it is unlikely to cause wholesale unemployment.
Pictet: Small but mighty: can microbes save the planet?
Tiny microbes could help combat climate change, improve crop yields and recycle plastic.
Pictet: Investing in private equity – a pension fund’s perspective
Pictet’s pension fund has been investing in private assets for nearly two decades. Eric Rosset, who is on the fund's investment committee, explains why and how.
Pictet: Barometer: Rally appears set to continue into year end
We retain our overweight stance on equities as corporate earnings and economic conditions suggest the rally will extend into year end.
Pictet: Beyond the Mag 7: where the next market leaders could emerge
In the story of the equity market’s remarkable run, the Magnificent 7 tech titans have played a starring role. The narrative that surrounds them is a seductive one. Together, Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla have accounted for close to 50% of the S&P 500 index’s total gains over the past three years.
Pictet: Seeking safety in credit
Investors are increasingly questioning how safe a safe haven sovereign bonds really are.
Pictet: AI’s investment revolution
Six insights explaining how Pictet Asset Management’s artificial intelligence strategy, Quest AI-Driven, uses AI.
Pictet: Fighting waste with innovation
Efficient waste management and recycling are key to securing a sustainable future for our planet. NG Nordic is one company developing innovative solutions.
Pictet: Barometer: Moving overweight equities as economy remains resilient
With the global economy proving more resilient than expected, we upgrade equities to overweight.
Pictet: Robotics: looking back on 10 years of tech and innovation with Peter Lingen, Senior Investment Manager
From traditional industrial robotics to generative AI, Pictet’s Robotics investment team has navigated a decade of innovation with more exciting developments yet to come.
Pictet: The human face of AI investing
Alexandra Nagy, investment manager in Pictet Asset Management's Quantitative Investment team, talks about QuestAI's development.
Pictet: Investing in resilience: adapting and thriving in a turbulent world
Why resilience matters more than ever for companies and investors adapting to environmental and geopolitical upheaval.
Pictet: We, Robot
In popular imagination, robots have near-unlimited powers: superhuman strength, agility and intelligence. The reality has been much more prosaic, argues Daegal Tsang.
Pictet: India’s electronics boom
India's flourishing electronics industry presents attractive opportunities for emerging market equity investors. We visited its fastest growing factories to find out more.
Pictet: Thematic equities and their role as a portfolio diversifier
Why adding thematic equities to a portfolio can bring diversification benefits and potentially improve its risk-adjusted returns
Pictet: Barometer: Emerging markets more attractive than expensive US
While equity markets are buoyant worldwide, emerging markets stocks and bonds are the only assets that merit an 'overweight' allocation.
Pictet: Emerging markets are the new leaders in climate adaptation tech
Emerging Markets companies are becoming global leaders in environmental adaptation technology. This means they will feature ever larger in sustainable equity portfolios.
Pictet: Barometer: Emerging markets more attractive than expensive US
While equity markets are buoyant worldwide, emerging markets stocks and bonds are the only assets that merit an 'overweight' allocation.