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 the investment lessons learnt in 2023, give advice for fixed income investors in the face of persistent inflation, and we share our tech ESG guide. We also highlight 7 key trends across science, tech and sustainability. Happy reading!
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The 5 lessons investors should learn from 2023
Betting against the US economy was a mistake while hopes for China's revival proved overly optimistic - chief strategist Luca Paolini looks at the lessons learnt from a tumultuous year.
Are you going to IPEM Cannes 2024, one of the world's largest private equity events? Come join us at booth F137 to discuss private equity strategies with Maurizio Arrigo, Chiara Brambillasca, Beatrice Reitano and environmental investment expert Nicolas Thomas.
Inflation expectations and their implications for bonds
The fight against inflation isn't won yet and investors are overly optimistic about central banks' ability to cut rates quickly and deeply. We explore why inflation is likely to be stickier than the market believes and the implications for fixed income portfolios.
Read our Tech ESG guide
With tech stocks a key feature of investor portfolios, our thematic experts share their Tech ESG guide to help identify leaders and laggards, allocate capital wisely and engage with tech companies to create positive outcomes.
7 key trends to watch - mega
What key trends across science, technology and sustainability will shape our future over 2024 and beyond?
Some more reading:
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