Investment Outlook 2024

Find opportunities and navigate markets with insights from our experts on the key trends and themes for 2024.

Welcome to the Year of the Funambulist

What does the investment landscape look like in 2024? Pictet Wealth Management’s Chief Asia Strategist and Head of Asia Research, Dong Chen, shares his views.

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Asia's outlook

Will Asia drive global growth in 2024? Pictet Wealth Management’s Chief Asia Strategist and Head of Asia Research, Dong Chen, shares his views.

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Learn more from our experts

Pictet Wealth Management has provided high-quality wealth management services in Hong Kong since 1986. Our in-depth knowledge of the local market, combined with our global reach, enables us to develop tailor-made solutions to meet the needs of each of our clients.

Our global team is at your disposal for any information you may need. We look forward to hearing from you and discussing what we can do to help you.

Victor Aerni

Equity Partner, and Chief Executive Officer, Pictet Wealth Management Asia

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Alex Ng

Equity Partner, and Senior Advisor, Pictet Wealth Management

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Sharon Chou

CEO of Singapore Branch, and Head of South Asia, Pictet Wealth Management

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Economies

Perspectives 2024

China: 2024 outlook

US economy: 2024 outlook

Asset classes

Emerging-market bonds: 2024 outlook

Equity volatility: 2024 outlook

Precious metals: 2024 outlook

Oil market: 2024 outlook

Focus on fiscal issues

A packed electoral calendar in 2024 will throw the fiscal woes of several leading economies into sharp relief. Mounting deficits and rising interest payments on debt leave the authorities little scope for extra fiscal support measures in the event of a recession. Against this backdrop, we believe it will pay for investors to focus closely on country selection.
Take on more duration

Now is a good time to consider moving from cash to quality fixed-income investments in order to lock in high yields before they decline. While yields on short-term bonds are still attractive, this could also be the right time to carefully extend duration exposure.
Favour companies doing share buy-backs

High interest rates make it more important than ever to seek out companies with plenty of liquidity and those that have the potential to return money to shareholders in the form of buybacks and dividends in a sustainable way.

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About Pictet

We are an independent investment partnership known for our long-term mindset, responsible approach to business and entrepreneurial spirit. These principles have defined us since 1805. For our clients, colleagues, and wider society, we always aim to do the right thing and honour our commitment to enduring quality.

Learn more about the Pictet Group in Asia

724

BN CHF

Assets under management or custody*
24.5

Percent

Total capital ratio*
212

Percent

Liquidity coverage ratio*
5500+

Full-time equivalent employees

*Figures as of 31 December 2024 (unaudited figures)