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 provide insights on how to invest in credit, where we see opportunities in private debt, and speak to an leading energy executive on the current state of the energy transition. Happy reading!
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Opportunities in fixed income
Investors cannot afford to ignore credit, especially European investors: over the past 25 years, a blend of European credit would have delivered better returns at lower risk than the standard 50/50 balanced portfolio. In our article, we tell you everything you need to know about the asset class.
Private credit: the attractions of the lower-mid market
Andreas Klein, head of private debt, explains why he believes the most attractive investment opportunities in Europe are in mid-sized companies and shares his rules for assessing managers active in that market.
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Where we stand in the energy transition
In this interview, the global head of technology and ventures at Iberdrola, Diego Diaz Pilas, offers insights into the speed of the energy transition and its challenges. He highlights the rise of renewables, the importance of grid infrastructure, and the complementary nature of solar and wind generation.
The private companies driving the global transition
What does the electric vehicle revolution mean for investors? In this video, we present 3 innovations, driven by leading private companies. There's more on how private equity supports the development of environmental technology here .
Some more reading:
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