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Multi Asset The age of risk
What will be the consequences of an ageing population on the world economy, pension portfolios and financial markets? Higher-risk investing is one...
Supriya Menon, Senior Multi Asset Strategist July 2018
Multi Asset A Secular Outlook: learn to love risk
Pictet Asset Management Strategy Unit June 2018
Emerging Markets A tale of two emerging market crises
Anjeza Kadilli, Economist, Nikolay Markov, Senior Economist August 2018
Multi Asset Market views and asset allocation - August 2018
Pictet Asset Management Strategy Unit
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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.
Defence in depth: building a more resilient portfolio
Deploying multiple lines of defence can help investors build a truly resilient portfolio of stocks.
Laurent Nguyen, Head of Global Defensive Equities, Gabriele Susinno, Senior Client Portfolio Manager August 2018
Multi Asset Not looking great: what the yield curve says about stocks
An inverted yield curve is a bad omen for the economy and stock markets.
Luca Paolini, Chief Strategist August 2018
Emerging Markets A tale of two emerging market crises
Argentina and Turkey have been at the heart of the recent sell-off. Investors should look to policymakers and governments for clues as to where these...
Anjeza Kadilli, Economist, Nikolay Markov, Senior Economist August 2018
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