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Investing

Co-investment: Pictet’s approach in action

Co-investment is a fast growing area of private equity – and one in which we have over three decades of experience. Find out more about our approach. By David Maréchal Deputy Head of PE & Co-Head of Europe Pictet Asset Management. With lower costs than…
EFI
14 March 2025
Investing

Emerging market economies are more resilient than investors realise

Emerging market economies are proving to be far more resilient than in the past thanks to healthier fundamentals than most investors realise. By Lola Saugy, Quantitative Economist, (Lead on Latin America) Pictet Asset Management. Emerging market economies should be able to withstand the challenges that…
EFI
13 March 2025
Investing

Merz’s “whatever it takes” moment

Germany steps up César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. German Chancellor-in-waiting Friedrich Merz and his probable coalition partners agreed a jumbo fiscal package for Europe’s largest economy last week. The landmark plan includes a new special fund for infrastructure investment worth EUR…
EFI
11 March 2025
Investing

Waning confidence

From green to gold cards César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A drop in US consumer confidence and a rise in jobless claims weighed on US equities and Treasury yields in a jittery week that ended with some very frayed nerves in…
EFI
06 March 2025
Investing

Family businesses: outperformance through capital allocation

Owner-managers allocate their company’s capital like it’s their own – because it is. Jamie Harvey, Senior Investment Manager & Cyril Benier Senior Investment Manager ​ Pictet Asset Management. From building a new manufacturing facility overseas to acquiring a rival, strategic investment decisions taken today can impact…
EFI
28 February 2025
Investing

Credit as a haven from the bond vigilantes

Big government deficits and rising debt loads threaten to draw the ire of bond vigilantes. By contrast, credit offers a haven for fixed income investors. Philipp Buff Senior Investment Manager, Pictet Asset Management. Bond vigilantes is a pithy way to describe a major sovereign bond…
EFI
28 February 2025
Investing

Malaysia: back on the emerging market equities map

Reform and investment are bringing Malaysia out of the shadows, opening up new investment opportunities in emerging market equities. Tan Altundag, Investment Analyst Pictet Asset Management. Malaysia has long been ignored by emerging market investors. But our analysis – and insights gleaned from regular country…
EFI
28 February 2025