26th November 2024

Pictet: European real estate: a selective recovery

European real estate should benefit from attractive valuations and falling interest rates. But not all buildings will do equally well. Where are the best opportunities and how can we maximise them with active management?

Investment Commentary, Investments

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Resilience by design: multi-asset portfolios for volatile markets

A look at the benefits of deliberate, long-term multi-asset portfolio construction.

View from the markets: Fair weather outlook

Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.

What is a safe haven now?

Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.

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