According to Arun Sai and Mickael Benhaim, Pictet Asset Management, the simultaneous decline of US government bonds and the US #dollar earlier in April was a sell-off that ranked as the fourth most violent of the past 40 years and a warning sign for investors.

In the news this week: Emerging markets’ unexpected outperformance. Shaniel Ramjee, co-head of multi-asset strategies, Pictet Asset Management, explains why policy-induced uncertainty and fears of a US slowdown are fuelling the ‘sell America’ #trade and opening opportunities across EM’s.

In the news this week: Clean energy will be critical to scaling AI-related applications. Katie Self, Senior Investment Manager, Pictet Asset Management, looks at the interplay between AI innovations, energy supply and how climate fluctuations are causing strain on the grid.

Writing in the FT's Sustainable Views, PictetAM senior investment manager Philipp Buff explains how finance is playing an ever bigger role in containing biodiversity loss. spkl.io/6013f0aeT

“Liberation Day has already taken a toll on global financial assets and overall, we believe this uncertain environment warrants caution – the risks that concern us haven’t been adequately reflected in asset prices.” notes Luca Paolini, in the latest Barometer from Pictet Asset Management.

Technology is ushering in a new generation of healthcare, supported by specialised tools that can help speed up drug discovery and treatments. #ThematicEquities spkl.io/6014fFp7G

From PictetAM chief economist Patrick Zweifel

What form will the new industrial revolution take? PictetAM senior investment manager for sustainable equity, Katie Self, went to the world's biggest smart manufacturing conference to find out. spkl.io/6012f2eb6

With macroeconomic and structural trends turning positive for emerging market local currency bonds, Alper Gocer, Head of Emerging Markets Fixed Income and Adriana Cristea, Senior Investment Manager, Pictet Asset Management, explain why it’s time for investors to look at the asset class again.

Conservationists and capitalists rarely see eye to eye. But as the world battles a biodiversity crisis, the two groups are working together like never before, and in increasingly innovative ways. spkl.io/6016fNRVo

“The growing influence of BRICS+ will bolster emerging economies' global impact, attracting inward foreign investment and fuelling economic growth, opening up attractive investment opportunities in listed EM equities.” Anna Mulholland, Pictet Asset Management

“Credit is a well-rewarded opportunity. Misconceptions about defaults make investors wary credit, but bondholders are very well compensated for taking on that risk”, according to Ermira Marika, Head of Developed Markets Credit, Pictet Asset Management

From PictetAM senior investment manger, multi asset, Steve Donzé

When corporate bond issuers suffer downgrades, opportunities open up for fixed income investors prepared to take the long-term view. spkl.io/6010f7LVu

In the news this week: European small and mid-caps outshine US peers. Arun Sai, senior multi-asset strategist at Pictet Asset Management, explains the drivers behind EU mid-caps outperformance vs. US peers and why they stand to benefit from a pickup in domestic growth. #InTheNews #EUEquities

How a new minimally invasive procedure to replace damaged heart valves could play a role in tackling one of the world's major health problems. spkl.io/6017A6QZh

Pictet Asset Management's Secular Outlook - what investors should expect in the next 5 years. spkl.io/6017ABUDH