Maria Vassalou, Head of Pictet Research Institute, joined @BloombergTV’s The Close to discuss the macroeconomic factors behind the recent AI sell-off. She highlighted the importance for AI investors to focus on sectors poised to benefit from AI advancements, consider the impact
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Media hub of the #Pictet Group, an investment-led service company, leading independent #Wealth and #AssetManager.
- Pictet raises $1.53bn for sixth private equity co-investment fund. See the press release here: pictet.com/ch/en/corporat… #PrivateEquity #PE #coinvestment #investment
- “Corporate profits are growing fast across the world,” notes @luca_paolini, Chief Strategist in the latest Barometer from @PictetAM, “Fundamentals are strong and resilient profit margins are underpinning equity markets so we upgrade from neutral to overweight.” Read the June
- In the News this week: Bonds vs. Volatility Linda Raggi, head of macro and multi-sector fixed income at @PictetAM, makes the case for unconstrained fixed income and explains why it is well suited for an environment marked by high volatility. #InTheNews #PictetAssetManagement
00:00 - “When you look at inflation expectation, or what is priced in for central banks, the market has been aggressive in repricing policy rates higher this year and also short-term inflation expectation. That has moderated a bit in Europe but there is still some juice there so we
- Pictet Alternative Advisors and Scantum DW have acquired a warehouse on a 22,000 square metre plot in Kerpen, Germany for the development of a modern logistics asset. With this acquisition, the joint venture is expanding its platform strategy, which now comprises two warehouses
- In the news this week: Investors wake up to climate opportunities. Marie-Laure Schaufelberger, Chief Sustainability Officer at Pictet, explains why the largest oil supply disruption in history has put the build-out of clean energy back on investors' radar. #InTheNews
00:00 - In the news: Billions of blockbuster #biotech M&A. David Braga Malta, private equity thematics principal at Pictet Alternative Advisors, explains why biotech M&A is on its strongest run in years and the profound implications for private-market investors.
00:00 - Luca Paolini (@luca_paolini), Chief Strategist @PictetAM, spoke with Merryn Somerset Webb (@MerrynSW) about how the AI investment boom, strong corporate earnings and persistent US economic strength continues to support markets but warns that the era of US exceptionalism may be
- Is AI a gift or a curse? Graham Secker, equity strategy lead at Pictet Wealth Management, discusses the strong earnings momentum that is defying geopolitical uncertainty and explains why careful selection is needed to differentiate between hype and sound fundamentals.
00:00 - “Investing in evolving technologies can be rewarding, but it is also risky, and distinguishing winners from losers is not straight forward. At Pictet, our approach is to tune out the noise of short-term cycles and focus on the trends impacting long-term investment opportunities.”
- “The fact that the market is still expecting the Strait of Hormuz to reopen and energy flow to normalise means that the short-term inflation swap rate has not priced in the worst scenario: a Strait of Hormuz that continues to be shut at the end of May - causing more disruption,





