Pictet Asset Management has announced the launch of its latest equity strategy, Pictet–Quest European Revival.
Pictet–Quest European Revival aims to capitalise on Europe’s current and future economic resurgence. As concerns have arisen over US equities and declining US dollar returns and Europe ramps up its competitiveness and growth, the continent has become a fertile ground for investment opportunities.
Europe’s bright future
Europe’s long-term economic outlook is bright and we anticipate the eurozone’s growth rate to more than double in the coming years.
Internally, Europe is adopting more pragmatic energy policies, addressing its structural weaknesses, and is ramping up investment into infrastructure and capital market reforms. A particular focus on technology investment will boost productivity.
Externally, the “America First” agenda has pushed European nations to prioritise independence in critical areas such as defence, trade, energy, and technological innovation.
Equally, this pivotal phase has been marked by a decisive shift in Europe’s fiscal policy, most notably in Germany. More expansive spending in Europe’s largest economy coupled with increased public investment across Europe has created conditions that could significantly narrow the valuation gap between European and US equities.
A pivotal moment for Europe
David Wright, Head of Quantitative Investments. at Pictet Asset Management, said: “Europe’s stars have aligned to create a powerful growth environment underpinned by major investments in technology, defence, strategic infrastructure, and supply chain revitalisation. These initiatives are strengthening the continent’s competitiveness, resilience, and strategic autonomy. Our strategy focuses on high-quality European companies with attractive valuations, improving earnings, and strong exposure to the region’s economic revival.”
A quantitative edge
The Pictet–Quest European Revival fund has a quantitative investment approach that is grounded in academic research and designed to minimise biases. This methodology relies on data-driven portfolio construction and is managed by a team with 25 years of quantitative investing experience.
The new strategy is UCITS compliant and is registered for sale in Austria, Belgium, Cyprus, Denmark, Finland, France, Germany, Greece, Italy, Liechtenstein, Luxembourg, Netherlands, Norway, Spain, Sweden, Switzerland and United Kingdom.
Pictet Asset Management manages over EUR 66 billion in Quantitative and Indexation assets as at end 30 September 2025.
