Pictet Asset Management

Construction of our future building, the Campus Pictet de Rochemont, has made significant progress in recent months. With 23 floors, a panoramic view on Geneva and the omnipresence of nature, our ambition is to create one of the most environmentally conscious and sustainable buildings in Europe and a stimulating working environment for our employees. To read more about the Campus, click here: http://spkl.io/6047fBrlb Photos by our colleagues Pierre-Alain Balmer, Angela Perez Palacin, Leuba Bernard, Thierry Winkler, Thomas Cassoudesalle, Emanuel Campos

In the news this week: Gold prices surge to record highs. For multi-asset strategist Arun Sai, there are 3 good reasons to hold gold in a portfolio as the Fed embarks on an easing cycle. #gold #multiasset

Sustainable aviation fuel could pave the way for greener aviation - and reduce waste from other industries including food. Read the article: http://spkl.io/6041f65IB #netzero #megatrends #cleanenergy

On the outlook for Chinese bonds, investment manager Cary Yeung says “Despite macroeconomic challenges, demand for Chinese sovereign bonds is likely to remain solid and the lack of low-volatility investment opportunities will make Chinese government bonds attractive for investors.” Read the outlook here: http://spkl.io/6044f6t6a #RMBbonds #fixedincome #China

Join us at IPEM Paris on 9-11 September to talk about the latest trends in private markets. You will be able to meet the managers of our private debt and our direct and multi-manager private equity franchises, including our environmental co-investment private equity strategy. Managing partner Elif Aktug will take part in the panel discussion "What it takes to be an all-weather investor" on 10 September at 12.30. #IPEMParis2024 #privateequity #privatedebt

In the news this week: Investors need to factor in the cost of the green transition. Investment manager Katie Self explains the role of the Inflation Reduction Act in achieving carbon neutrality by 2050. #megatrends #greentransition #thematicinvesting

Pictet is proud to announce that a research paper titled “Biodiversity impact assessment for finance” co-authored by senior environmental economist and ReGeneration investment manager Viktoras Kulionis, PhD, has been published in the Journal of Industrial Ecology. The paper combines the latest scientific insights and databases to estimate impact of investments on biodiversity, recognizing that the same activity conducted in different regions of the world can have varying effects on biodiversity loss. The insights from the model are integrated into the investment process of our ReGeneration strategy to inform stock selection. From pioneering the application of the Planetary Boundaries framework over a decade ago to developing the biodiversity impact model over the past years, our ambition is to continue performing high-quality in-house research and modelling that keeps us at the forefront of thematic impact equity investing. Access the paper here: http://spkl.io/6044f6pf2

How can investors position their portfolios for the sustainable transition? Our Positive Change team share their distinctive approach. One of their convictions is that by solely investing in sustainability leaders we miss out on a chance to engage with the laggards: "Industrial firms, mining companies and utilities have large environmental footprints, they are all essential to net zero. Excluding such companies from portfolios on principle means denying both their potential contribution to the transition and their capacity to reduce their own environmental impact," says senior investment manager Evgenia Moltova #netzero #cleanenergytransition #impact

An online platform known as the "Google Maps of restoration", Restor empowers biodiversity protection projects worldwide and helps shift the flow of capital. We speak to its founder. http://spkl.io/60444hNyp #regeneration #megatrends #thematicinvesting

Shaniel Ramjee, co-head of multi-asset, discusses the recent shift away from technology stocks into the broader market on CNBC Squawk Box Europe. http://spkl.io/6042f6Hli