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Multi Asset

Barometer: Encouraged by the emerging world
Pictet Asset Management Strategy Unit December 2019
Secular Outlook
Luca Paolini, Chief Strategist June 2019
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
The euro zone: a blueprint for a brighter future
The euro zone's new stimulus package could deliver the biggest monetary and fiscal boost since 2008. And it's also a sign that the region is putting...
Sabrina Khanniche, Senior Economist, Steve Donzé, Senior Macro Strategist November 2019
Barometer: The gloom lifts a little
Central banks are opening the liquidity taps again, easing concerns over growth and corporate profits. Prospects for emerging market assets look...
Pictet Asset Management Strategy Unit November 2019
Barometer: Struggling for inspiration
European stocks are a bright spot in an otherwise uninspiring equity market.
Pictet Asset Management Strategy Unit October 2019
Demystifying equity factors
Factor investing has become increasingly popular. Here's what it is and how it works.
September 2019
Barometer: Expectations dashed
As central banks aren't likely to deliver the volume of stimulus markets are hoping for we remain underweight equities.
Pictet Asset Management Strategy Unit September 2019
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