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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.

this month's must read
Asset allocation Market views and asset allocation - May 2018
Pictet Asset Management Strategy Unit
Emerging Markets Four reasons why Russia will shrug off the latest round of US sanctions
We look at why the latest US sanctions are unlikely to be as harmful for Russia as the 2014 ones, reinforcing the investment case for Russia.
Patrick Zweifel, Chief Economist, Nikolay Markov, Senior Economist 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
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