The trade conflict between the US and China has negatively affected investor sentiment, but Luciano Diana, Geneva-based head of environmental strategies, believes it is only noise, despite the negative effects on his fund’s portfolio.
Tag: Pictet Asset Management
How bad news was good for Pictet AM
The recent Facebook data harvesting scandal and new data regulations from Europe that spooked investors turned out to be good news for Nolan Hoffmeyer, Geneva-based co-manager of Pictet Asset Management’s Digital Fund.
The long road toward ESG integration
Integrating ESG in the investment process is easier said than done and will vary from one team to another, according to industry sources.
Pictet AM sees power in themes
Pictet Asset Management has three products targeting separate technology themes which together represent at least 40% of the TMT sector’s assets.
In case you missed it (27 April 2018)
Aberdeen Standard names Andrew Hendry as APAC head of distribution; HKEX appoints its first female chairman; Pictet AM launches Asia bond fund; investors have unrealistic return expectations; MAS proposes guidelines for senior manager accountability; Asia lags in philanthropy; and more…
Pictet AM: ‘Safe sectors’ no longer safe
Investors should stay away from what they perceive as “safe sectors”, such as consumer staples and telecommunications, as they have accumulated more debt, according to Shaniel Ramjee, London-based senior investment manager for multi-asset at Pictet Asset Management.
Pictet launches unconstrained bond fund
Targeting investors with a higher risk appetite, Pictet Asset Management has launched the Global Fixed Income Opportunities Fund, which is registered for sale to accredited investors in Singapore.
Pictet: Regulation a big driver of IT security
Data protection regulations, particularly in Europe, are expected to provide a boost to IT security company earnings, according to Yves Kramer, London-based senior investment manager for thematic equities at Pictet Asset Management.
The limits of ESG screening
Governance is the most important factor in ESG investing, says Marc-Oliver Buffle, Geneva-based senior product specialist at Pictet Asset Management. But can you really screen for it?
Is there a tech bubble?
There are key differences between the high valuations of tech stocks in 2000 and today, argues Alexandre Mouthon, Geneva-based senior product specialist for thematic equities at Pictet Asset Management.
