Multi Asset Market views and asset allocation - August 2019
Our monthly investment and market outlook provides asset allocation guidance across stocks (both regions and sectors), bonds, commodities, currencies...
Pictet Asset Management Strategy Unit
Multi Asset Secular Outlook
Luca Paolini, Chief Strategist June 2019
Emerging Markets Waiting for China
Mary-Therese Barton, Head of Emerging Market Debt August 2019
FEATURED TOPIC
Emerging Markets
Broadening horizons: Read travel notes, country and sector views from our economists, equity, fixed income and hedge fund teams.
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
Responsible Investing The link between defensive stocks and ESG
Why financially robust companies also tend to have strong ESG credentials.
Laurent Nguyen, Head of Global Defensive Equities, Gabriele Susinno, Senior Client Portfolio Manager August 2019
Thematic investing Wanted: a 21st century grid to power a carbon-free future
Renewable energy has become cheap and abundant. Now, we need advanced grid infrastructure to use more of it.
The Advisory Board August 2019
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