Alternatives Insights

Alternatives · 27 Apr 2026

Your private equity portfolio needs a passport

Geographic diversification in private equity buyout: implications across US and European markets.

Alternatives · 30 Jan 2026

Housing affordability, political optics and the limits of capital restrictions

The renewed political push to restrict institutional investors from purchasing single-family homes has re-emerged as one of the most potent housing narratives in the United States.

Alternatives · 15 Jan 2026

IPOs, AI and the unicorn proliferation: The themes exciting private equity technology investors for 2026 and beyond

Pictet’s technology thematic private equity team discusses the aspects of the innovation revolution, from AI to IPOs, that are at the top of investors’ minds as we enter 2026.

Alternatives · 31 Oct 2025

Investing in health through private markets amid global shifts

Following a roundtable discussion with healthcare investors and entrepreneurs in Milan, we share in a brief note some insights on investing in healthcare private equity today.

Alternatives · 15 Jan 2025

Beyond stocks & bonds: why universities invest in private assets

Some of the world’s biggest universities tap into private assets to generate returns for future generations.

Alternatives · 06 Dec 2024

Unlocking hidden wealth: the rise of private assets

Amid low interest rates and increased market volatility, private assets have enjoyed solid growth as investors adopt a longer-term view in the hope of strong returns.

Alternatives · 09 Oct 2024

GLP-1: Opportunity for humanity, risk for big pharma

New treatments for obesity could alleviate a global healthcare crisis, but also have the potential to disrupt some of the largest pharmaceutical incumbents.

Alternatives · 03 Oct 2024

Fortune favours the bold: is it time to capitalise on real estate’s tailwinds?

Alternatives · 01 Oct 2024

Private equity and sustainability: from measurement to improvement

Our second annual ESG Data Convergence Initiative report covers more than 550 companies in which we have an interest via our private-equity strategies, explaining how we expect to use better data measurements for more targeted improvements.

Alternatives · 16 Jul 2024

ASCO 2024: The art and science of cancer care, from comfort to cure

The premier annual gathering of oncology experts brought exciting news across a number of pioneering treatments, with implications for investors.

Alternatives · 29 May 2024

Countercyclical strategies: finding alpha in a crisis

The market regime can shift quickly; before it does, it may be worth putting in place allocations to investments that can profit in a crisis and act as a portfolio hedge.

Alternatives · 03 May 2024

The genuine potential of artificial intelligence

Following a recent series of trips to meet leading technology investors in the US, Asia and Europe, we consider the outlook for artificial intelligence and software companies in general.

Alternatives · 07 Nov 2022

The biotech firm building the drug-hunting factory of the future

The work behind Eikon’s groundbreaking technology has already won a Nobel Prize. Now CEO Roger Perlmutter is on a mission to help the company realise its full potential.

Alternatives · 13 Sep 2022

With her climate-tech venture Sweep, Rachel Delacour has no time to lose

The co-founder and CEO of the French carbon-management platform wants to prove that it is possible to create value for investors and employees, while helping to protect the planet.

Alternatives · 05 Jul 2022

General Atlantic’s Gabriel Caillaux on what it takes to be successful in private markets

Having worked for one of the world’s leading growth-equity investors for almost two decades, Gabriel understands that growth ‘doesn’t happen by miracle’. Here, he shares some valuable insights that are relevant for anyone interested in exploring private assets.

Alternatives · 05 May 2022

Multi-strategy – the ultimate diversifier?

A niche investment two decades ago, multi-strategy hedge funds have grown in popularity. As one of the pioneers of the approach, we look at its benefits and potential pitfalls.

Alternatives · 11 Nov 2021

Private Assets, the ultimate form of active management: Myth or Reality?

Jonathan Gray, president and chief operating officer of US private equity group Blackstone spoke recently to Pictet Wealth Management’s Chief Investment Officer César Pérez Ruiz about the macro background and how the market for private assets is changing.

Alternatives · 31 Aug 2021

The private road to tech

Who will be the next Apple, Amazon or Facebook?

Alternatives · 24 Aug 2021

The opportunity to do well by doing good in real estate

The property industry is the largest consumer of energy. By making buildings more sustainable, we can help the environment and also boost returns for real estate investments.

Alternatives · 17 Aug 2021

Investing in infrastructure

Infrastructure assets form the spine of an economy. They are the physical structures and vital services that connect society and facilitate its orderly operation. Typically capital-intensive to construct and with long operating lives, infrastructure assets produce inflation-adjusted revenues that generate long-term, sustainable cash flows. Due to high barriers to entry, these assets also tend to benefit from a relatively low price elasticity of demand.

Alternatives · 21 Apr 2021

The enduring relevance of endowment-style investing

Endowment-fund investing continues to offer relevant lessons for long-term investors.