Pictet Asset Management

By combining a demographic framework with a value-driven investment approach, the Pictet Emerging Markets Rising Economies ETF (RISE) seeks to identify companies that are attractively valued and positioned to benefit from long-term structural growth. Join the experts at Pictet for a product due diligence session to learn more.

Join the experts at Pictet for a product due diligence session covering the Pictet Emerging Market Debt ETF (EMFI) and how its active approach to emerging markets hard currency debt may be particularly valuable in an asset class defined by wide dispersion, rapidly changing fundamentals and evolving geopolitical risks.

Join Arun Sai and Mark Boulton as they explore how the emerging markets story is changing, how investors can look beyond traditional benchmarks, and where the most sustainable opportunities may lie.

What if your core equity allocation could work a little harder for you? Join David Wright, Head of Quantitative Investments at Pictet Asset Management, as he explains how a proprietary, tree based machine learning approach seeks to outperform the benchmark while maintaining a similar risk profile and low tracking error. He’ll walk through how the strategy is engineered and, most importantly for advisors, where it can fit in a portfolio.

At first glance, allocating to emerging markets appears to add diversification to a portfolio. Look more closely, and the reality is more nuanced. In the late 1990s, the MSCI EM index was dominated by materials and telecoms, driven by the growth of mobile telephony and the internet bubble.

Join the experts at Pictet for a product due diligence session covering how PBOT opens portfolios to direct exposure to AI and automation, from semiconductors and software to advanced manufacturing and autonomous systems.

The war in Iran and the risk that it could lead to a wider regional conflict have roiled global financial markets. Oil and European gas prices have spiked while equity markets have seen sharp declines.

Gold’s stomach churning volatility – up some 30% in less than a month since the start of the year, only to subsequently lose 20% in a matter of days – has, unsurprisingly, left some investors doubting its role as a hedging asset.

Emerging market fixed income is often overlooked by investors. But, especially when tethered to an active approach, emerging market debt can offer investors enormous opportunities. Join the experts at Pictet Asset Management as they unpack all things emerging market fixed income.

Join the experts at Pictet Asset Management for a live session exploring the investment opportunities offered by megatrends.

Returns from emerging market bonds hinge on five factors, our economic research suggests. And for the first time in two decades, four of these are now favourable, heralding a new phase of outperformance for the asset class.

Join the experts at Pictet Asset Management for an educational webcast exploring how AI is being used to evolve active investing.

With the global economy proving more resilient than expected, we upgrade equities to overweight.

While equity markets are buoyant worldwide, emerging markets stocks and bonds are the only assets that merit an 'overweight' allocation.

Instead, a new group dubbed the “Terrific 20” — spanning real-economy sectors like financials, energy, industrials, and consumer — has led the rerating. Their forward valuations have risen ~50% in two years, making a larger portion of the market look expensive.