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Asset allocation

Asset allocation The case for a Swiss defence 
Why Switzerland's equities could benefit if the cyclical stock rally runs out of steam
Luca Paolini, Chief Strategist, Anastassios Frangulidis, Head of Multi Asset Zürich May 2018
Asset allocation Change is in the air
A peak in economic growth improves the outlook for bonds, but it may be too soon to call time on the equities rally.
Pictet Asset Management Strategy Unit May 2018
Asset allocation US bond yields: nothing to see here? 
Investors shouldn't get too anxious about a recent sell-off in US Treasuries
Luca Paolini, Chief Strategist April 2018
Asset allocation Clouds but no storms
Plateauing economic growth, higher rates and escalating geopolitical tensions are making it harder to find attractive assets. But not impossible.
Pictet Asset Management Strategy Unit April 2018
Asset allocation Dissecting the cost of trade war
Here’s why the world’s two biggest economies want to avoid an all-out trade war.
March 2018
Asset allocation Equity bulls beware
Investors' unbridled enthusiasm for equities raises a red flag.
Supriya Menon, Senior Multi Asset Strategist March 2018
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