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Multi Asset A Secular Outlook: learn to love risk
Our five-year asset class return forecasts
Pictet Asset Management Strategy Unit June 2018
Emerging Markets Where are emerging market currencies headed?
Patrick Zweifel, Chief Economist July 2018
Multi Asset Weathering the trade storm
Pictet Asset Management Strategy Unit August 2018
Emerging Markets After the fall
Alain-Nsiona Defise, Head of Emerging Corporates, Mary-Therese Barton, Head of Emerging Market Debt August 2018
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Emerging Markets
Broadening horizons: Read travel notes, country and sector views from our economists, equity, fixed income and hedge fund teams.
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
Multi Asset Trade wars: assessing the damage
The trade war has started to claim its victims. We add up the damage so far – on both sides of the barricades.
Patrick Zweifel, Chief Economist August 2018
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