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Multi Asset Barometer: The investment landscape in 2020
The dollar's bull run should come to an end, weighing on US equities. Emerging market debt, European equities and value stocks have the potential to...
Luca Paolini, Chief Strategist November 2019
Multi Asset Barometer: Encouraged by the emerging world
Pictet Asset Management Strategy Unit December 2019
Search for income The trouble with bonds
Thomas Hansen, Senior Investment Manager, Patricia Schuetz, Senior Client Portfolio Manager October 2019
Thematic investing Thematic equities: their use in a diversified portfolio
Steve Freedman, Senior Product Specialist December 2019
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Emerging Markets
Broadening horizons: Read travel notes, country and sector views from our economists, equity, fixed income and hedge fund teams.
Thematic investing Thematic equities: their use in a diversified portfolio
Investors can make an allocation to thematic equities whichever portfolio construction approach they use.
Steve Freedman, Senior Product Specialist December 2019
Emerging Markets A class apart: emerging Asia's fixed income market
Why investors seeking a stable and attractive source of return within a diversified bond portfolio should head to emerging Asia.
Raymond Sagayam, Chief Investment Officer - Fixed income December 2019
Multi Asset Barometer: Encouraged by the emerging world
The latest data gives some grounds for optimism, but the world economy is still not out of the woods. We remain neutral global stocks, but overweight...
Pictet Asset Management Strategy Unit December 2019
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