Industry news and views from Panacea and our partners.
Pictet
Pictet: Keeping pace with climate change: human adaptation
Our evolutionary history shows how humans can adapt to climate change
High yield, low drama
Replacing equities with high yield bonds boosts risk-adjusted returns in traditional portfolios and reduces drawdowns during periods of market declines.
Pictet: What makes thematic equities sound long-term investments?
Thematic stocks can deliver superior long-term returns but their alpha-generating potential hinges on the right investment process, philosophy and skills.
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: Keeping pace with climate change: human adaptation
Our evolutionary history shows how humans can adapt to climate change.
Pictet: Barometer: Balancing the risks
Continued uncertainty over tariffs, a mixed economic backdrop and stretched valuations warrant a neutral stance across global equities, bonds and cash.
Pictet: Stars align for emerging market corporate credit
Emerging market credit offers attractive yields, improved borrower credentials, a diverse universe, and the potential to benefit from strong domestic growth and a weaker dollar.
Pictet: What makes thematic equities sound long-term investments?
Thematic stocks can deliver superior long-term returns but their alpha-generating potential hinges on the right investment process, philosophy and skills.
Pictet: Luxury reimagined
How the luxury sector is winning new customers by embracing inclusivity, experiences and the digital world.
Pictet: Positive change: a powerful value driver
Despite the heated debate over the merits of environment, social and governance (ESG) principles in investment, the transition to a sustainable future is proving to be a big opportunity for companies across many industries.
Pictet: Chips with everything
The world depends on semiconductors. In this interview, Professor Chris Miller highlights the industry's latest innovations and their implications for our future in a Q&A format with Anjali Bastianpillai, Senior Client Portfolio Manager.
Pictet: Actively beating cash
In times when uncertainty is the only constant, unconstrained fixed income investing shows its true worth.
Pictet: Plugging the gap: tackling urban environmental challenges with adaptation and resilience investment
Discover how adaptation and resilience investments are transforming urban environments. Explore profitable solutions and innovative technologies driving sustainable growth.
Pictet: Investing to achieve sustainable impact in the era of ESG turmoil
For environmental investors, there is a silver lining to the shakeout in ESG
Pictet: Barometer: Equities enter slightly calmer waters
We upgrade equities to neutral from underweight as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies.
Pictet: 30 years of Thematics
We talk to Hans Peter Portner about how Pictet Asset Management developed the industry's leading thematic equities franchise.
Pictet: Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives
We anticipate that returns across major asset classes will converge over the next five years. As a long-term investor, this presents you with an opportunity to reassess and refine your strategic asset allocation. Our experts share detailed forecasts and actionable recommendations.
Pictet: A decline in the equity market’s recent extreme concentration should provide more opportunities for skillful active managers to deliver excess returns above a benchmark.
We upgrade equities to neutral from underweight as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies.
Pictet: Staple food makeover: functional and more sought-after
Basic, reliable and boring food staples are now the new darlings in the food industry.
Pictet: Innovation at the heart of healthcare
Heart disease is the leading cause of death globally. JenaValve has pioneered a life saving minimally invasive procedure to replace damaged heart valves.
Pictet: Barometer: Cautious on equities as US flip-flops on tariffs
We remain underweight most developed market stocks as US tariff policy is still unclear but are more enthusiastic about emerging market assets.
Pictet: Lessons from 40 years of company returns
Persistent pricing anomalies in equity markets open up opportunities for investors with methodical, quantitative approaches, according to analysis of 40 years of company returns.
Pictet: Tilting away from the US
US policy is pushing investors to look beyond the US, a reallocation that is set to include private assets.
Pictet: Catching fallen angels
When corporate bond issuers suffer downgrades, opportunities open up for investors prepared to take the long-term view.
Pictet: BRICS+, US isolationism and the implications for the dollar
Washington's diminished role in the global economy will lead to a steady erosion of the US dollar’s status as a reserve currency.
Pictet: Tilting away from the US
US policy is pushing investors to look beyond the US, a reallocation that is set to include private assets.
Pictet: Barometer: Cautious on equities as US flip-flops on tariffs
We remain underweight most developed market stocks as US tariff policy is still unclear but are more enthusiastic about emerging market assets.
Pictet: Lessons from 40 years of company returns
Persistent pricing anomalies in equity markets open up opportunities for investors with methodical, quantitative approaches, according to analysis of 40 years of company returns.
Pictet: Investing in biodiversity: navigating nature-related risks and unlocking opportunities
Companies and investors are beginning to incorporate nature-related risks and opportunities in increasingly innovative ways.
Pictet: The rise of BRICS+ and what it means for emerging market stocks
A new world economic order with BRICS+ nations at its core could give rise to a wealth of investment opportunities within emerging market equities.