30th January 2025

Pictet: Thematic equity: the active element of a global stock portfolio

Since the 1990s, we have been building active thematic equity strategies aiming to identify the winning companies of tomorrow in some of the world’s most dynamic industries. An approach that has struck a chord with a growing circle of investors.

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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