Pictet AM Smarts
Welcome back to Pictet AM Smarts, our regular roundup of articles analysing the trends shaping the economy, markets and society. In this month's newsletter, our experts decode: opportunities in private debt, ESG 3.0, macro economic trends in the emerging world and innovations to reduce the environmental footprint of some of the most polluting industries. Happy reading!
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1. Private debt: focus on European direct lending
Small companies are the lifeblood of the European economy. Yet, most private debt funds prefer to lend to larger companies where deal tickets are bigger but competition is also much fiercer. This is a missed opportunity as the commercial effervescence of Europe's small and medium-sized businesses is impossible to ignore, our private debt experts argue.
2. ESG in Practice interview: Meet Yuko Takano
Senior investment manager Yuko Takano believes ESG is moving into a new phase, one that will require investors to look further and deeper to find investment opportunities. In this interview, she describes how she identifies companies undergoing a sustainable transition and talks about how her team engages with businesses as well as the complexities of measuring impact.
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3. Emerging markets: macroeconomic trends
As currency volatility picks up, investors in emerging market debt – whether sovereign or credit – will benefit from an active approach to managing their investments, argue Mary-Therese Barton and Alain Nsiona Defise in this video.
4. From the megatrends lab
This month our megatrends experts explore innovative ways to lower our carbon footprint, on the ground and in the air. Decarbonising the water sector, which generates around 3% of global emissions, means embracing greater efficiency and greener practices . Air transportation is another significant contributor to greenhouse gas emissions but there are initiatives afoot to clean it up - we review solutions such as electric engines and batteries.
Some more reading:
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