All viewpoints
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The millennial consumer and the future of U.S. growth
Are millennial consumers ready to carry the productivity torch? We explore how millennials are contributing to U.S. growth while making sustainability a priority.
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Getting started in multifactor ETF due diligence
Multifactor ETF due diligence involves a combination of techniques used to evaluate active managers and passive index-based ETFs.
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ETF tax efficiency revisited as fund distributions loom
ETF tax efficiency is in focus as mutual funds release estimates of capital gains distributions and investors work on year-end planning.
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How climate resilient is your portfolio?
What does the big picture of climate risk and opportunity look like from the viewpoint of a dedicated ESG strategy? Cheryl Smith offers her perspective.
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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 SmartCity thematic equity investing strategy.
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Momentum investing: fad or bona fide factor?
Momentum strategies have gained favor with some investors in recent years, but the question remains whether stock price changes alone represent a meaningful factor that’s a sound basis for investment.
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Understanding financial aid for college
Do you think you make too much money for your child to receive financial aid? You probably don’t. Over 60% of families earning more than $100,000 a year received financial aid.
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Do high-conviction active strategies perform better?
When looking for outperforming managers, it’s generally helpful to look for active strategies with above-average active share and below-average turnover.
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U.S. interest-rate cut: the Fed’s got 99 problems, but the consumer ain’t one
The U.S. Federal Reserve's latest interest rate cut shines a light on just how many potential pitfalls the central bank has to navigate. We take a closer look at the biggest risks to growth.
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What is inflation and why does it matter to investors?
Inflation is the rise in prices of products and services that people use every day. When the cost of basic items goes up, individuals simply can’t buy as much as they could before. Here’s what you need to know about this closely watched economic indicator.
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