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 share insights how to navigate a significantly more volatile fixed income market, uncover private equity opportunities and shed light on an often underestimated factor in emerging markets: human capital. Happy reading!
Sign up here to receive Pictet Asset Management's regular insights directly in your inbox
Opportunities in fixed income
How do you navigate the new world of fixed income, which unlike the last bull market, won't lift all boats? Fixed income CIO Mary-Therese Barton shares her recommendations across the risk spectrum.
Private equity: Exploring opportunities in environmental solutions
Public markets are often the focus for investors concerned with the planetary emergency. However, by overlooking private markets they risk missing out on the 87% of companies which are privately-held and offer some of the most innovative solutions to the crisis. It’s also an area where the thematic approach offers unique benefits. Our experts examine new technology, discuss allocating to both public and private markets and talk about how to invest successfully in emerging sectors.
Private equity explainer: Discover the benefits of co-investment
Through co-investments, private equity funds offer select investors the opportunity to invest directly alongside them in a specific transaction. In the past two decades, co-investment funds have raised over USD175 billion. As private equity continues to expand, we expect co-investments to grow too.
Attending SuperReturn Private Credit Europe in London on 11-12 March? Pictet AM's Head of Private Debt Andreas Klein will answer questions about the European mid-market and share his outlook.
Human capital matters, especially for investors into emerging markets
Human capital drives economic growth and investment performance, particularly in emerging markets: countries with higher levels of human capital tend to have stronger economies. This makes human capital a valuable guide for investors to identify countries and companies to invest in.
Some more reading:
Enjoyed the contents of this newsletter? Sign up to receive personalised insights
Financial Analyst | Market Research | Due Diligence | Critical Thinking
9 个月Thank you for sharing this valuable roundup! The insights on navigating the evolving fixed-income market, exploring private equity opportunities, and recognizing the importance of human capital in emerging markets are truly enlightening.?