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Multi Asset

Multi Asset Looking past the gloom
Equities are in a spin as the Fed's unexpectedly hawkish turn and trade disputes weigh on investors. But fears of a bear market are overblown.
Luca Paolini, Chief Strategist October 2018
Multi Asset Beware of fallen angels
BBB-rated bond issuers - those just one notch above high-yield - now make up half the investment grade universe. That could have serious consequences...
Shaniel Ramjee, Senior Investment Manager, Supriya Menon, Senior Multi Asset Strategist October 2018
Multi Asset Italy's looming budget bust-up
Italy's new coalition government is putting together a populist budget that won't be popular with the EU.
Andrea Delitala, Head of Multi Asset Euro October 2018
Multi Asset Immovable objects, irresistible forces
Equity markets are likely to be held in check by simmering trade tensions and tighter monetary conditions, even if corporate profits remain healthy.
Pictet Asset Management Strategy Unit October 2018
Multi Asset Steady as she goes
The global economy remains resilient and corporate profits are healthy, despite trade tensions and wobbles in certain emerging markets.
Pictet Asset Management Strategy Unit September 2018
Multi Asset Beyond the FAANGs
Think the tech sector's fate is in the hands of a few big name stars? Think again.
Shaniel Ramjee, Senior Investment Manager, Supriya Menon, Senior Multi Asset Strategist August 2018
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