Pictet AM Smarts
Welcome back to Pictet AM Smarts, our regular roundup of articles analysing the trends shaping the economy, markets and society. In this month's newsletter, our experts share their latest research on climate risks, and explore the sportstech market. Happy reading!
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New research: Climate crunch
Our latest report co-written with the Institute of International Finance is a study of the most pressing risks associated with net zero, and the opportunities for investors. Risks demanding urgent attention fall into broad categories: growing debt burdens, economic disruption and the risks of capital misallocation. Our investment experts highlight how to adjust bond portfolios to a world embracing net zero and the trends to watch in equity markets.
Insights from the Klosters Forum: financing urban resilience
Extreme weather events like this year's searing heatwaves and floods can stretch cities' infrastructure to breaking point, but city planners have a growing number of options to address threats. During three days of intense discussions in the Swiss mountain town of Klosters, delegates – including investors, entrepreneurs, policymakers and urban planners – explored promising ideas and best practices for urban carbon sinks, smart cities, the role of big data and nature-based solutions. We bring you a summary of the best ideas.
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Consumers are embracing sports tech
Tech is pushing the boundaries of sport, and it's not just professional players who benefit: sports technology is helping us to adopt healthier lifestyles and make the most of our sporting efforts. We explore the sports tech market which is estimated to grow from an estimated USDD14.7 billion in 2023 to USD55.1 billion by 2030 (source: Grand View Research).
And finally, for German speakers: the second season of Planet P, our thematic podcast is out.
Some more reading:
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