Pictet Group

“Equity markets are caught between tighter liquidity conditions and increased geopolitical uncertainty on the one hand, and solid economic growth and corporate earnings on the other,” notes Luca Paolini (@Luca_Paolini) in the November Barometer from @PictetAM. “We have consequently reduced our exposure to stocks leading into year end.”

Read the latest Barometer here: am.pictet.com/uk/en/institut…

In the news this week: Investors digest Democrats' sweeping victory.
@luca_paolini, chief strategist at @PictetAM, discusses the investment implications of the Democrats' sweeping midterm victory.
#InTheNews #PictetAssetManagement #US #Equties #midterms #Midterms26

Together with Kryalos SGR, Pictet Alternative Advisors (PAA) have completed the acquisition of seven historic residential buildings in prime central Milan.

“We continue to have strong conviction in Milan’s residential market, where demand continues to outpace available supply across the city’s prime districts,” says Pablo Granell Peris, Head of European Acquisitions of PAA's direct real estate team.

The portfolio spans approximately 26,000 sqm and brings together exceptional locations, distinctive properties and significant asset management potential.

Read the full press release: pictet.com/uk/en/corporat…

“While the results of the US mid-terms might not alter the policy trajectory in the near term, an unexpectedly strong showing for either political extreme could upend investor perceptions of the 2028 presidential election and have a significant impact on equities and bonds,” notes @Luca_Paolini, @PictetAM.

Read the full outlook on the US #Midterms2026 from Luca Paolini, Chief Strategist at Pictet Asset Management: am.pictet.com/ch/en/investme…

In the news this week: AI and the data centre conundrum.
Jennifer Boscardin-Ching, senior client portfolio manager at @PictetAM, discusses the biggest constraint hyperscalers are facing and the emerging investment opportunities.

#InTheNews #PictetAssetManagement #AI #DataCentre