Pictet Asset Management

The CorporateTreasurer Week Singapore returns this November. Join us on the 13th as David Gorgone, CAIA, our Senior Client Portfolio Manager, takes part in a fireside chat on agile cash investment strategies to navigate economic volatility. See you there! #treasury #cashmanagement #liquidity #CTWeekSingapore 

A marzo spostiamo le lancette avanti di un’ora, a ottobre le spostiamo indietro. Ma che impatto ha questo sulla nostra vita? Secondo le stime di Terna, la società che gestisce la rete elettrica di trasmissione nazionale, da marzo a ottobre 2024 il risparmio dovrebbe essere stato di circa 90 milioni di euro. Questo perché il cambio d’ora consente un minor consumo di energia elettrica, stimati 370 milioni di kWh: il fabbisogno medio annuo di oltre 150 mila famiglie. Il beneficio economico stimato per il 2024 si basa sul costo del kWh medio per il ‘cliente domestico tipo in tutela', cioè 24,3 centesimi di euro (al lordo delle imposte). L’impatto positivo non è solo sul nostro portafogli, ma anche sull’ambiente, in quanto minori consumi equivalgono a minori emissioni di anidride carbonica (stimate 170mila tonnellate in meno). Tu come ti trovi con il cambio d’ora?

Join us at Impact Summit America in New York next week! As proud sponsors, we can't wait to connect with institutional investors who are passionate about investing with impact, and discuss opportunities in the energy transition. Chungmin Yoo, Lori (Bellusci) Thornton and Yi Shi look forward to seeing you there. #ImpactSummitAmerica #CleanEnergyTransition

AI-powered digital pathology promises to deliver faster, more accurate results and improve cancer care: http://spkl.io/6047fRMoR #AI #cancer #thematicequities #megatrendsinvesting

In the news this week: Japan's 7-Eleven owner faces a $47 billion takeover bid. Senior investment manager Sam Perry explains why the deal ultimately falling through can still be positive for both financial and corporate investors in Japan.

🇪🇺 El #BCE decidió ayer rebajar de nuevo los tipos de interés en 25 puntos básicos. 💡 ¿Cómo vemos el mercado en #PictetAM tras la decisión monetaria de Lagarde y su equipo? 🔊  Gonzalo Rengifo destaca: “Se confirma que la reducción de tipos del BCE será gradual y que les preocupa más el crecimiento económico que la inflación”

How are the preferences of institutional investors in Asia changing? Niall Quinn, global head of institutional business, shares insights from his recent trip to Asia on how institutional clients continue to adopt more ESG principles in their portfolios, and how Asia is home to some of the longest-standing institutional investors in our environmental strategies. As a frequent visitor to Asia, Niall also reflects back on his first time in Hong Kong at the Kai Tak airport, and the energy felt from the city that has left a special mark ever since. #multiasset #ESG #Asia

Where are the best opportunities in private debt currently? Our direct lending investment experts Axel CORDONNIER, Jan Henrik Reichenbach and Kirsten Winterhager discuss the attractiveness of the lower mid-market segment in Europe, focusing on the UK, France and DACH. They share insights and specificities of their respective markets, highlighting the unique opportunities in these regions. Learn more: http://spkl.io/6040fP92E #europeandirectlending #privatedebt

Some large asset owners are taking a more pragmatic approach to investment returns from the transition to net zero by focusing on targeted engagement to drive lasting impact, attendees heard at the Fiduciary Investors Symposium at Stanford. Positive Change manager Yuko Takano explains what that approach looks like for Pictet in a panel discussion with institutional investors from PGB and CalSTRS. Read a summary of the session here: http://spkl.io/6043fO2tT #transition #netzero Top1000funds.com

US elections: we look at the potential scenarios and summarise the implications for individual assets: -A Donald Trump presidency is expected to benefit US equities but have a less positive effect on US government bonds. -A Kamala Harris victory would be favourable for emerging market assets but may negatively impact the US currency. -Control of Congress is also a crucial factor. Read our detailed analysis here: http://spkl.io/6040fPg1w