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Multi Asset

Multi Asset Barometer: The gloom lifts a little
Central banks are opening the liquidity tap again, easing concerns over growth and corporate profits. Prospects for emerging market assets look...
Pictet Asset Management Strategy Unit November 2019
Multi Asset Barometer: Struggling for inspiration
European stocks are a bright spot in an otherwise uninspiring equity market.
Pictet Asset Management Strategy Unit October 2019
Multi Asset Demystifying equity factors
Factor investing has become increasingly popular. Here's what it is and how it works.
September 2019
Multi Asset 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
Multi Asset Monetary taps: not so wide open
In positioning for huge central bank stimulus investors have put themselves in a tight spot.
Steve Donzé, Senior Macro Strategist August 2019
Multi Asset Bad omen: what the yield curve says about stocks
The inversion of the US yield curve strengthens the bear case for the economy and stock markets.
Luca Paolini, Chief Strategist August 2019
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