Pictet Asset Management
@PictetAM
Followers
15K
Following
45
Media
759
Statuses
3K
Privately-owned, multi-boutique asset manager. Here, our investment experts draw attention to developments crucial to strategic and tactical asset allocation.
Joined September 2015
From PictetAM senior investment manager, multi asset, @steve_donze.
Easy money fuels big asset returns even when starting valuations are high.
0
1
7
Why every environmental investor will soon be talking about climate A&R.
0
0
3
Pictet Asset Management's Secular Outlook - the investment landscape over the next 5 years
0
1
9
RT @PictetGroup: In the news this week: Big tech taps credit giants. Andreas Klein, head of private debt at @PictetAM, explains why smaller….
0
1
0
RT @PictetGroup: In the news this week: Investors shrug off tariff noise. @luca_paolini, Chief Strategist at @PictetAM, urges investors to….
0
3
0
Chips with everything: the strategic importance of semiconductors. PictetAM in conversation with Chris Miller, Associate Professor of International History at Tufts University
am.pictet.com
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 Bastian...
0
0
4
From PictetAM chief strategist @luca_paolini.
The math of US debt sustainability looks grim … ~5% inflation rate (fiscal dominance) or >3% fiscal tightening (monetary dominance) are required to stabilize the debt to GDP ratio. More realistically, we expect a hybrid equilibrium:.Modest fiscal tightening through stealth
0
0
2
From PictetAM chief economist @PkZweifel #TrumpTariffs.
1/. Following the letters on Trump's new tariffs currently sent to 14 countries, the weighted average effective dynamic tariff has risen from 14.7% to 16.4%. the impact remains inflationary for the US - up from 1.7% to 2% -, disinflationary for the rest of the world and growth
0
0
0
For environmentally-oriented investors, there is a sliver lining to the shakeout in ESG.
0
0
2
Pictet Asset Management's Secular Outlook - what investors should expect in the next 5 years.
0
2
10
RT @PictetGroup: In the news this week: European small and mid-caps outshine US peers. Arun Sai, senior multi-asset strategist at @PictetAM….
0
2
0
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.
0
0
2
When corporate bond issuers suffer downgrades, opportunities open up for fixed income investors prepared to take the long-term view.
0
0
2
From PictetAM senior investment manger, multi asset, @steve_donze.
Absent trade frictions, the global easing cycle would be all that we are talking about. @BobEUnlimited
0
0
5
RT @PictetGroup: “Credit is a well-rewarded opportunity. Misconceptions about defaults make investors wary credit, but bondholders are very….
0
3
0
RT @PictetGroup: “The growing influence of BRICS+ will bolster emerging economies' global impact, attracting inward foreign investment and….
0
3
0
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.
1
0
2