Pictet Digital strategy: investment update

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Pictet Digital strategy: investment update

12 
March 
2025
10:00
-
10:45 
GMT
10:00
-
10:45 
CET
17:00
-
17:45 
HKT
GMT  
10:00
am   
CET  
11:00
am   
GST   
2:00
pm   
12 
March 
2025


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MARKETING COMMUNICATION FOR PROFESSIONAL INVESTORS ONLY

 

The digital world is rapidly evolving, driven by relentless innovation, robust growth, and increasing profitability. As technology continues to reshape industries and consumer behaviours, we believe the potential for substantial returns to be more compelling than ever.

  

Watch John Gladwyn, Senior Investment Manager, and Stanislas Effront, Investment Manager, who manage the Digital strategy provide a timely update.



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Webinar content


1

 An update of performance and positioning of our Digital strategy

 

2

Our market outlook


3

Answers to your questions during Q&A



Explore thought leadership pieces and strategic asset allocation acumen from our investment experts.

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John Gladwyn, CFA

Senior Investment Manager


John Gladwyn joined Pictet Asset Management in 2017 and is a Senior Investment Manager in our Thematic Equities team, with a focus on our Digital strategy. Prior to this, John co-managed the Pictet Robotics Fund.


Before joining Pictet Asset Management, John worked at Polar Capital on the specialist Technology investment team. Prior to joining Polar John worked on a Global Equity investment team at Blackrock, which he joined in 2008.


John completed his BA at Oxford University and has a Masters in Finance (Distinction) from London Business School. He is a CFA Charterholder.

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Stanislas Effront

Investment Manager


Stanislas Effront joined Pictet Asset Management in 2016 and is an Investment Manager in our Thematic Equities team, with a focus on our Digital strategy.
Following his graduation with a Bachelor’s degree in Business and Administration from St. Gallen University in 2016, he joined Pictet Asset Management on a Research Internship with our Thematics team. He finalised his Master’s degree in Investment and Wealth Management from Imperial College Business School, London in 2018 and took on his current role in the Digital team.

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Testimonial

As part of our firm’s commitment to a more sustainable world, we measure the entire carbon impact of this conference and offset the amount of carbon by investing in a project in Rwanda.

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Thematic equity: the active element of a global stock portfolio

 

Since the 1990s, we have been building active thematic equity strategies aiming to identify the winning companies of tomorrow in some of the world’s most dynamic industries. An approach that has struck a chord with a growing circle of investors.

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The AI tipping point


ChatGPT has opened the door to a new phase of tech development, with businesses eager to embrace the innovation, says Azeem Azhar, tech entrepreneur and creator of Exponential View newsletter

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Topics

01

Emerging technologies and markets from synthetic fuel to electric alternatives 

02

The continuing demand for air transportation and projected growth of the industry

03

 When investors should participate and what to look for in potential investment companies

03

When investors should participate and what to look for in potential investment companies

In this Megatrends webinar we take a closer look at why biodiversity and financial returns are inextricably linked and identify risks for investors. We also discuss how protecting the natural world can create investment opportunities and the role investors play in fostering a regenerative economy.

Our next event(s)

Webcast: Emerging Market Debt update (March 29, 2023)

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Webcast: Money Market update (May 21, 2023)

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Disclaimer-

This marketing material is for distribution to professional, accredited and qualified investors only. It is neither directed to, nor intended for distribution or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation.
The information and data presented in this document are not to be considered as an offer or solicitation to buy, sell or subscribe to any securities or financial instruments or services.
The information used in the preparation of this document is based upon sources believed to be reliable, but no representation or warranty is given as to the accuracy or completeness of those sources. Information, opinions and estimates contained in this document reflect a judgment at the original date of publication and are subject to change without notice.
This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any products or services offered or distributed by Pictet Asset Management. Pictet Asset Management has not ensured the suitability of the securities mentioned in this document for any specific investor, and it should not be relied upon as a substitute for independent judgment; investors are advised to determine the suitability of the investment based on their financial knowledge, experience, goals and situation, or to seek specific advice from an industry professional before making any investment decisions. Investors should read the prospectus or offering memorandum before investing in any Pictet managed funds. Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future.
Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. Investors may not get back the amount originally invested. This document has been issued in Switzerland by Pictet Asset Management S.A. and in the rest of the world by Pictet Asset Management (Europe) S.A., and may not be reproduced or distributed, either in part or in full, without their prior authorisation.
Effective allocations are subject to change and may have changed since the date of the marketing material.
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