25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
Pictet Asset Management
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Has the UK been left behind by the growth wave?
The UK is one of the few major markets to lack any technology presence, but its unique composition offers diversification opportunities
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Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds
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Macro matters: US debt crisis looms
Mounting US debt threatens to plague Donald Trump’s second term in the White House and could have serious knock-on effects for investors
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Pictet: Why investors need to rethink their Europe allocation
Europe faces an ‘existential threat’ as it approaches a pivotal point in its economic future, writes Maria Vassalou, head of Pictet Research Institute
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
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Morningstar adds Robeco and Pictet funds to Sustainable Prospects list
DPAM B Equities Europe Small Caps Sustainable also inducted to the list
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Pictet profits down 25% after paying $123m to US authorities
Losses would have been shallower without its payment to the US Department of Justice for shielding client money from taxation
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Just eight asset managers achieve Morningstar’s top ESG rating
Majority of firms have improved their practices
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Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
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Rising bond yields: A one-off adjustment, or a warning light for investors?
Bond markets are preparing for ‘higher for longer’ interest rates despite falling inflation
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Diversity Project launches in Europe to drive inclusivity in asset management
Eight founding firms have set up workstreams around three themes