Perspectives Pictet

With the global economy picking up and markets rallying hard since late March, where do the best investment opportunities lie? PWM’s head of investment presents the case for US growth stocks and European cyclicals, particularly those linked to the ‘green’ transition. And there are ways for playing the volatility that inevitably lies ahead.

With the global economy picking up and markets rallying hard since late March, where do the best investment opportunities lie? PWM’s head of investment presents the case for US growth stocks and European cyclicals, particularly those linked to the ‘green’ transition. And there are ways for playing the volatility that inevitably lies ahead.

Long before environmentalism became a popular concern, Henrik Marstrand created Mater in 2006, a Danish furniture company that prides itself on timeless design with sustainability at its core. Designing and producing all their own pieces, Marstrand’s new line of outdoor chairs and tables was based on original designs from Nanna and Jørgen Ditzel and is made from recycled fishing nets and ropes. This initiative is helping to offset the five million tonnes of plastic that finds...

Long before environmentalism became a popular concern, Henrik Marstrand created Mater in 2006, a Danish furniture company that prides itself on timeless design with sustainability at its core. Designing and producing all their own pieces, Marstrand’s new line of outdoor chairs and tables was based on original designs from Nanna and Jørgen Ditzel and is made from recycled fishing nets and ropes. This initiative is helping to offset the five million tonnes of plastic that finds its way into...

Markets are pricing in fully several optimistic scenarios, yet there are attractive plays in investment grade credit and equities. Meanwhile, over the summer, we await a clearer picture on how realistic this optimism proves to be over the longer term. https://perspectives.group.pictet

Markets are pricing in fully several optimistic scenarios, yet there are attractive plays in investment grade credit and equities. Meanwhile, over the summer, we await a clearer picture on how realistic this optimism proves to be over the longer term. https://perspectives.group.pictet

Music video by Alex Fong, Cai Hua Li, Xiao Dong Chen performing Liang Nan Yi Nu (Music Video). © 2002 Go East Entertainment Company Ltd. http://vevo.ly/mt3lwN