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 explore the investment opportunities in short-dated bonds, private equity environmental technology and the impact of AI on cybersecurity. We also invite you to register for our Investment Outlook 2024 webcast. Happy reading!
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Where next for markets: Investment Outlook 2024
Recession, soft landing or renewed burst of inflation? Join our strategists on Tuesday 5 December at 11am CET/10am GMT as they unveil our 12-month outlook.
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Private equity's role in environmental tech
The fight against climate change is gaining momentum among governments and consumers, with 92% of global GDP now covered by net-zero targets. Most investors recognise that achieving this objective requires the adoption of existing environmental technologies and the development of new ones. Yet what’s perhaps less well known is that much of the cleantech the world needs is being developed by private companies, creating compelling long-term investment opportunities. Our experts highlight five areas within the environmental technology sector in which private companies are leading the way.
Shorter dated bonds: the sweet spot in fixed income
The volatility of fixed income markets has left investors wary but the yields offered by shorter-dated bonds are as attractive as they have been in a while, our head of fixed income strategy & solutions Mickael Benhaim explains.
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Thematic tech: How AI is disrupting cybersecurity
Artificial intelligence presents a big challenge for the cybersecurity industry – but also a big opportunity for security companies that can embrace AI’s power to gain an edge. Investment manager Yves Kramer explains the areas to watch.
"Because it can increase the scale and severity of attacks, AI is sure to boost investment in cybersecurity across a vast swathe of industries"
Some more reading:
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