
Pictet Asset Management
@pictetam
Privately-owned, multi-boutique asset manager. Here, our investment experts draw attention to developments crucial to strategic and tactical asset allocation.
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https://www.am.pictet 15-09-2015 11:11:18
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According to Arun Sai and Mickael Benhaim, Pictet Asset Management, the simultaneous decline of US government bonds and the US #dollar earlier in April was a sell-off that ranked as the fourth most violent of the past 40 years and a warning sign for investors.

In the news this week: Emerging marketsā unexpected outperformance. Shaniel Ramjee, co-head of multi-asset strategies, Pictet Asset Management, explains why policy-induced uncertainty and fears of a US slowdown are fuelling the āsell Americaā #trade and opening opportunities across EMās.

In the news this week: Clean energy will be critical to scaling AI-related applications. Katie Self, Senior Investment Manager, Pictet Asset Management, looks at the interplay between AI innovations, energy supply and how climate fluctuations are causing strain on the grid.


āLiberation Day has already taken a toll on global financial assets and overall, we believe this uncertain environment warrants caution ā the risks that concern us havenāt been adequately reflected in asset prices.ā notes Luca Paolini, in the latest Barometer from Pictet Asset Management.


From PictetAM chief economist Patrick Zweifel


With macroeconomic and structural trends turning positive for emerging market local currency bonds, Alper Gocer, Head of Emerging Markets Fixed Income and Adriana Cristea, Senior Investment Manager, Pictet Asset Management, explain why itās time for investors to look at the asset class again.


āThe growing influence of BRICS+ will bolster emerging economies' global impact, attracting inward foreign investment and fuelling economic growth, opening up attractive investment opportunities in listed EM equities.ā Anna Mulholland, Pictet Asset Management

āCredit is a well-rewarded opportunity. Misconceptions about defaults make investors wary credit, but bondholders are very well compensated for taking on that riskā, according to Ermira Marika, Head of Developed Markets Credit, Pictet Asset Management

From PictetAM senior investment manger, multi asset, Steve DonzƩ


In the news this week: European small and mid-caps outshine US peers. Arun Sai, senior multi-asset strategist at Pictet Asset Management, explains the drivers behind EU mid-caps outperformance vs. US peers and why they stand to benefit from a pickup in domestic growth. #InTheNews #EUEquities

