International equities
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Where to focus in 2021—a year of recovery across emerging markets
The 2020 momentum that propelled emerging-market stocks in industries such as e-commerce, cloud computing, and other new economy segments could extend well beyond 2021.
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Thematic investing acceleration in 2021
As 2021 gets under way, U.S. policy proposals may gradually reshape the investment landscape. We explore potential scenarios for transformational change, as well as some enduring trends that may accelerate in the year ahead.
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First in, first out: North Asian equities exhibit postpandemic strength
The abrupt freezing of the global economy has quickly separated the strong from the weak in the emerging markets. We explore the key points of resilience and vulnerability for investors.
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Strengths and weaknesses across emerging markets: COVID-19’s uneven impact
The coronavirus pandemic is hitting some emerging-market economies harder than others. Join an EM equity specialist for a (virtual) global tour.
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Fiscal policy and the threat of global recession
Does COVID-19 require a different policy response than the Global Financial Crisis? We explore the need for big fiscal stimulus, not just monetary measures.
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Coronavirus outbreak: the impact on emerging-market equities
Across emerging-market equities, the impact from the coronavirus outbreak is likely to be far-reaching, but hardly uniform. We explore risks as well as potential opportunities.
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Why quality stocks are key in today's late-cycle economy
Stocks with quality characteristics could become more attractive in today’s late-cycle economy. Learn how a veteran investor is navigating an increasingly challenging global equity market.
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SmartCity: investing in our urban future
Smart cities are adapting to growing populations and the expanding need for sustainability. Learn about Pictet Asset Management’s smart city thematic equity investing strategy.
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What is thematic investing?
Thematic investing focuses on the economic, social, technological, and environmental transformations that affect how we live, how society operates, and how business gets done.
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2% Treasury bond yields: implications for equity investors
With 10-year U.S. Treasury bond yields recently sinking below 2%, attractive investment options have narrowed. A look at how we got here, the yield outlook, and income opportunities from stocks.
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