thematic investing

Disruptors move in on asset management

Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.

There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.

The stockmarket has been challenging for value investors over the last few years and this May was particularly difficult.

Developments in healthcare provision and technology

The bigger picture on digital disruption

Pictet Asset Management highlights the areas of digital offering the most compelling investment opportunities.

We are now a decade on from the Global Financial Crisis and special measures, in the form of low interest rates and other stimulus, remain in place across much of the world.

Which companies are bridging the generation gap?

Which future listings should investors watch out for?