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Market views

Investors are finding it more difficult than ever to navigate the financial markets due to the growing influence of central banks and an increasingly volatile political climate. Here, our economists, strategists and portfolio managers shed light on the investment developments that matter most.

Featured article
Multi Asset Market views and asset allocation - August 2018
Pictet Asset Management Strategy Unit
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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