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Pictet Technologies opens a new financial tech hub in Lisbon. pictettechnologies Vincent Eggen

In the news this week: Investors are buying into Europe's revival. Our Managing Partner Elif Aktuğ explains why the current environment is fertile for European private assets and notes that in Europe, the excess performance of private over public equity is double the US, at 20%.

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.

In the news this week: The Swiss National Bank is ready to go below zero. Olivier Hildbrand, head of developed market credit, Pictet Asset Management, discusses negative interest rates and explains why Swiss Franc bonds remain a compelling choice for investors in the current environment.

“In a world where many look for an asset class that can act as a strong diversifier to the North American public markets, and an inflation protected (CPI hedged) income stream in Euros, European core plus real estate stands out.” notes Zsolt Kohalmi, Pictet Alternative Advisors.

In the news this week: Credit and Misplaced Myths Ermira Marika, Head of Developed Markets Credit, Pictet Asset Management, debunks some misconceptions that have led investors to shy away from Credit.

“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

#ECB preview: "We expect the European Central Bank to cut its deposit rate by 25 basis points at its meeting on Thursday. This would be the eighth reduction since last summer, lowering the rate to 2.0% from its peak of 4.0% in June 2024." Pictet Wealth Management Senior Economist Nadia Gharbi

In the news this week: Long-term investors reaffirm sustainability convictions “Marie-Laure Schaufelberger at Pictet, explains why transitioning to a more resilient and #sustainable economy is both an urgent challenge and a compelling investment opportunity.”

In the news this week: Investors pile into European high-yield debt "Kyle Kloc, senior fixed income investment manager Pictet Asset Management, explains the marked increase in high-yield bond issuance in Europe and gives an outlook on the back of changes in US trade policy."

Our Premium Brands strategy is 20 years old! "We launched in 2005 as the Chinese market was opening up. What started as a journey to capture emerging trends in the burgeoning luxury segment, has turned into 20 years of growth and innovation." Pictet Asset Management's Caroline Reyl

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

A study by Alex Edmans at London Business School, commissioned by the Diversity Project, finds that cognitive diversity can boost the performance of investment teams – but only if effectively managed. Helena Morrissey DBE

In the news this week: Investors face oil price volatility Pierre Stadler, head of thematic private equity at Pictet Alternative Advisors, looks at the global energy transition driven not just by environmental concerns but by the need for energy security. #OilPrice

Pictet WM's Lauréline Renaud-Chatelain discusses the impact on fixed income markets of Powell’s potential replacement and NATO members’ commitment to spend 5% of GDP on defence by 2035 on Bloomberg TV (as of 27:20) Anna Edwards Guy Johnson Kriti Gupta

"Fallen angels – bonds downgraded from investment grade to high yield – have historically generated outsized returns for investors who buy after the downgrade and hold for a few months", said Pictet Asset Management's Ermira Marika

In the news: AI Investors must navigate volatility. Andy Wong, head of multi-asset Hong Kong Pictet Asset Management, dissects the long-term secular growth opportunities in AI and tech. #InTheNews #PictetAssetManagement #AI #Tech

Washington’s tariff volatility masks a broader battle for tech dominance: watch Maria Vassalou, Head of Pictet Research Institute, discuss with Martin Soong on CNBC International

In Pictet Asset Management's July Barometer, Luca Paolini explores the tailwinds from falling interest rates and improving economic conditions in #EmergingMarkets which are currently boosting equities.