Pictet AM Smarts
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 have advice for investors in sovereign debt and emerging bonds, as well as highlighting some trends in ESG. We also share the key steps the world must take by the end of next year to achieve decarbonisation objectives. Happy reading!
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3 steps to get back on the path to net zero within 18 months
If the world is to have any hope of reaching net zero by 2050, it will have to make meaningful progress on three fronts in particular and the next 18 months are crucial, writes clean energy expert and author Chris Goodall, who is a Thematic Advisor to our Clean Energy Transition investment team.
Emerging bonds: not afraid of China
Emerging markets have decoupled from China, be that in terms of economic outlook, interest rates trajectory or asset class performance. In our view, that only broadens the investment opportunities in emerging bonds.
Trends in ESG and the power of engagement
Managing Partner Laurent Ramsey has witnessed a remarkable transformation across the finance industry in the field of ESG in his 30-year career. He highlights the two recent trends he's seeing from investors.
Watch the video and?read the full interview here.
领英推荐
Which economies present the highest level of sovereign risk?
We share our scorecard for sovereign risk in developed markets, developed by senior economist?Sabrina Khanniche. “As government debt loads swell and inflation forces central banks to hike interest rates, investors are having to balance the attractions of some of the highest yields on sovereign debt against the risks of owning those bonds,” she says.
Prix Pictet: vote for your favourite photographer
The Prix Pictet has become the world's leading award for photography and sustainability. This year the competition will open its doors to the public for the first time. Don't miss the chance to cast your vote and celebrate the work of the photographers who made it to the shortlist.
Some more reading:
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