Pictet Asset Management’s Post

We'd like to kickstart this week on a super positive note by celebrating our superstar Global Fund Managers Ian de Lange and Mike Browne. Our victories are team victories, and it is no small feat to say that Seed Global performance remains strong over the long-term, truly offering the perfect solution for investors seeking diversified global exposure. The Seed Global Fund has weathered turbulent market conditions, held up by its diversified nature, and retains decent exposure to #equities, #bonds, #gold and #structuredproducts. We continue to practice caution where warranted, and therefore expect to maintain strong returns and a robust portfolio across a range of market scenarios. Here is a more comprehensive look at our global strategy and performance for the final quarter of 2023. For more info on our global fund range, or to start YOUR journey to #globalinvesting, please email our team on global@seedinvestments.co.za. #seedinvestments #investing #globalinvestors #globalinvestment #globalinvestments #fundmanagement

Hear from the people changing investing. How are ETFs actually built? What makes them so popular? What trends will drive the markets in the coming years? We sat down with the Experts at the forefront of ETF investing. Keep your eyes peeled for our ‘Experts in ETFs’ series. WisdomTree in Europe, DWS Group, J.P. Morgan Asset Management, HANetf, Invesco EMEA, Global X ETFs, Don Corea, CFA, Edward Malcolm Jasdeep Hansra, Hector McNeil, Kate Dwyer, Morgane Delledonne #ETF #ISA #SIPP #Investing #UKinvesting #ETFinvesting #ExpertsinETFs #InvestEngine #investingtips

The "Magnificent Seven" dominated 2023, but what about the rest of the market? Our Old Mutual Global Managed Alpha Equity Fund took a dynamic approach to factor investing, achieving results despite the concentrated rally. We dive into how the "Magnificent Seven" influenced the S&P 500, our fund's strategy for navigating market concentration and how we deliver on our promise of a broadly diversified core global equity strategy. Read about the dynamics behind last year's market rally. https://lnkd.in/deZAAsfX #investing #marketinsights #diversification #factorinvesting #equitystrategy #financialmarkets #oldmutualinvestmentgroup #gma #globalmanagedalpha

💡 From the shadows to the spotlight: the decade for emerging markets is here In this session at Funds to Watch, Michael Bourke, Fund Manager at M&G Investments will discuss the long-term bull case for investing in emerging market equities and why he believes investing here should have a cornerstone place in your portfolio. He will highlight why returns have historically been disappointing and why all the signs now seem to point towards the future being rewarding for the patient investor. Register to join us here: https://bit.ly/49De21M #fundstowatch #funds #investment #fundselectors #assetallocation #portfoliomanagement #assetmanagement #ukfunds #investmentprofessionals #investmentweekevents

Join us at the Lake Como Fund Forum on June 20th, where we're honoured to have James Dudgeon, Fund Manager, at Artemis Investment Management presenting on "Artemis US Extended Alpha: Targeting long-term performance without increasing volatility" focusing on the US Equities 130/30 strategy. With his expertise, James will delve into effective strategies for navigating US equities while managing volatility. Don't miss this insightful presentation! For more details on this and future events, visit > https://lnkd.in/eqS5Uu67 #InvestmentManagement #FinanceEvents #USStocks #VolatilityControl #AssetManagement

In 2022, institutional investors more than doubled their allocation to #HedgeFunds, investing $16.6 billion compared to $8 billion in 2021. They now account for about 75% of hedge fund investments, demonstrating strong confidence in this asset class. While the entry barrier might be higher, the potential for 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 and 𝘀𝘂𝗯𝘀𝘁𝗮𝗻𝘁𝗶𝗮𝗹 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 makes it worth considering. At CI Volatility Fund, we leverage volatility trading strategies to navigate market fluctuations and aim for high returns. Don’t miss out on this opportunity. Contact us to learn more about how you can benefit: https://lnkd.in/gA2ZbZQF #CIVolatilityFund #InvestmentStrategy #Investing #VolatilityTrading #HighReturns

Where do co-investments fit into LPs’ portfolios and what are their benefits? Please join our private equity co-investment experts Rajiv Bakshi and Brian Albert as they discuss their relentless focus on value creation. https://lnkd.in/eJwemWvV #PrivateEquity #CoInvestments

Quick intro to our global equity strategy and how we go about creating value for our investors.

Thrilled to be in conversation with this dynamic panel, moderated by Arootah CEO Rich Bello. This panel will discuss how leading OCIOs and multi-manager platforms can develop and identify investment talent. Now that investors have more access than ever to alternative investment opportunities, platforms have to find ways to stand out through rigorous manager selection, #talentdevelopment, and #investment methodology. Looking forward to this session!

Navigating the 2024 equity landscape: will the soft landing cushion the fall? Thibaut Dorlet, CFA, our Senior Multi-Asset Fund Manager, spills the insights. Read more: 🔗 https://lnkd.in/gtnge9xS Together we continue #Investing4Tomorrow #CandriamInsights #Equity2024 #MarketWisdom #2024Outlook 🚀✨