Press release: Pictet announces full-year 2024 figures. Positive market effects contributed to all-time high in assets under management.

According to @Luca_Paolini, @PictetAM, “While global market risks are growing, the resilience and strong corporate earnings of the US #economy suggest American stocks will continue to outperform other markets.”

In the news this week: Investors digest the widening interest rate gap between the Fed and ECB. Linda Raggi, Senior Investment Manager, @PictetAM, explains the implications of the Fed and ECB rate decisions and looks towards the near-term events bond investors need to navigate.

“Efforts by companies in emerging economies should improve their sustainable credentials in the coming years, highlighting the potential of the EM Inc to offer a source of diversified return for global investors with #sustainable portfolios.” Bahar Sezer-Longworth, @PictetAM.

In the news this week: Concerns resurface in global real estate. Laurent Gabert, Head of Real Estate at Pictet Alternative Advisors, dissects the two colliding forces, making real estate one of the few distressed asset classes currently available to investors.

Happy Lunar New Year! In the Chinese Zodiac, each year is represented by one of 12 symbolic animals and this year, we welcome the Year of the Snake. The snake symbolises growth, transformation and good fortune. We wish you a prosperous and thriving Year of the Snake!

In the news this week: Investors assess 1.5C breach of global warming target. Jennifer Boscardin-Ching, @PictetAM, makes the case for making investments into companies that will help adapt to the changing climate rather than solely mitigating future temperature escalations.

In the latest Fixed Income Monthly, Andreas Klein, Head of Private Debt, and Conrad Manet, Client Portfolio Manager, @PictetAM highlight how the growing European private debt universe presents attractive investment opportunities, particularly in the less crowded lower mid-market.

Watch the latest episode in our 'Meet our people' series with Market Head for Asia at Pictet Asset Services, Amy Lau. Follow a day in her life and learn about her work with clients like family offices, asset managers, and hedge funds to service and safe-keep their assets.

In the news this week: IPO boost expected to increase private equity distributions. David Maréchal, Pictet Alternative Advisors, dissects the factors behind the resurgence of PE driven #IPOs. Learn more about private equity at Pictet:

According to @Luca_Paolini, Chief Strategist, @PictetAM, “In 2024, #gold was a top performer in unusual circumstances while US exceptionalism held firm.” See below to read the 5 lessons investors should learn from 2024, according to Pictet Asset Management.

In the news this week: US equity valuations stoke fears of a bubble. Arun Sai, Senior Multi-Asset Strategist, @PictetAM, explains why the macro and micro considerations are good enough to support current #valuations.

In the latest Barometer from @PictetAM, @Luca_Paolini, Chief Strategist, notes that “while we will be keeping an eye on the many risks that might unsettle stock markets in the first few months of 2025, we remain overweight equities, neutral bonds and underweight cash.”

Best wishes for the New Year!

In the news this week: China retaliates against the US with ban on high-tech materials export. Gertjan van der Geer, Senior Investment Manager, @PictetAM, discusses the escalation of US-China trade tensions and its impact on investment opportunities in semiconductors and #AI.

“Resilient growth and falling interest rates in major economies should help equities outperform bonds next year, with the US in the lead”, highlights @Luca_Paolini, Chief Strategist, @PictetAM. Read @PictetAM’s annual outlook for 2025 here.

According to Christopher Preece, @PictetAM, “Trump's election victory is likely to trigger volatility in emerging markets assets in the coming months, but could prove to be surprisingly positive over the medium- and longer-term.”

In the news this week: Investors shift focus to the long-term momentum in sustainable transition. Laurent Ramsey, Managing Partner at Pictet, discusses @BBridgesCH and mobilising private capital towards the many investment opportunities to a more resilient & sustainable economy.

In a recent interview with @LeTemps, Marc Pictet, Senior Managing Partner at the Pictet Group, shares his thoughts on guiding Pictet through geopolitical risks, the future of Swiss finance and the growth plans of the firm. Read the article here:

In the news this week: Investors react to Ukraine's $23 billion debt restructuring. Kate Griffiths, Senior Client Portfolio Manager - Fixed Income, @PictetAM, dissects Ukraine’s recent #debt restructuring and the impact of a new US administration.