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: the opportunities generative AI brings for tech investors, where the value lies in real estate and sustainable bonds, and the novel solutions to tackle climate change. Happy reading!
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1. The rise of generative AI and what it means for investors
AI has reached a new, more dynamic phase in its development.?Anjali Bastianpillai, product specialist, shares the views of our thematic team on what makes the rise of generative AI so powerful and what it means for technology investors. Initial opportunities will fall to firms operating in three main technology sectors - read our article to find out what these sectors are:
2. A new dawn in real estate
As the era of ultra-low interest rates draws to a close and tougher environmental regulations come into force, investors in European real estate looking for the same level of returns need to change tack. They should look beyond the more traditional property investments to consider core plus and value-add strategies. explains Zsolt Kohalmi, Global Head of Real Estate
3. Investing in sustainable credit
The past years have seen a boom in bonds that explicitly embed ESG targets and this trend is set to continue. The issuance of ESG-labelled sovereign and corporate bonds could reach USD4.5 trillion per year by 2025, as we highlighted in a research we conducted with IIF last year. But what constitutes a 'sustainable' bond? Three experts from our credit team explain how to best approach ESG when investing in credit.
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"By focusing on labels, investors risk missing out on a large number of opportunities to make a positive impact and generate attractive returns. We take a much broader view of what’s sustainable."?
4. From the megatrends lab
This months our mega experts spoke to Sir David King, founder and chair of Cambridge University's Centre for Climate Repair on the novel solutions that are emerging to tackle climate change . 'What we do, as humanity over the next five to 10 years, will determine the future of humanity for the next 2000,' he says. We also explore the battle between the US and Europe for clean tech supremacy , and the technologies that are paving the way for wood to feature in all types of constructions , including 'plyscrapers'.
Some more reading:
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Former Chief Investment Officer at Diofa Asset Management
1 年"2. A new dawn in real estate" can you make the link work pls in the research