What lies ahead for markets in the coming months?
Emerging market bonds, Japanese activist investing, US monetary tightening and innovation are some of the areas touched on by industry experts
Pictet Asset Management
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Reflation trade has made corporate bonds a tough place to invest
Last year’s once-in-a-lifetime buying opportunity becomes a distant memory as credit and high yield now offer little value
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Ominous outlook for split bond and equity portfolios
A passive portfolio of 50% bonds and 50% equities faces negative annualised returns, according to a report by Pictet Asset Management.
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Pictet AM: Safe defensive sectors no longer safe
Pictet Asset Management multi-asset manager Shaniel Ramjee is avoiding consumer staples and telecommunications as they have accumulated too much debt.
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Pictet launches bond fund to outperform absolute return
Pictet Asset Management has launched an unconstrained fixed income fund targeting up to 8% returns over cash.
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AllianzGI announces top brass reshuffle as McKay retires
Allianz Global Investors announced several new appointments as it confirmed current co-head George McKay will retire in 2018.
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Pictet ups exposure to Europe and Japan
Pictet Asset Management has increased its weightings to the eurozone and Japan, while at a sector level it has raised exposure to financial and energy companies.
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US equities advance makes European investors run
The US equities rally has been given a fresh boost this year by continuing earnings upgrades and a weakening dollar, but Europe’s investors are not buying it.
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Pictet AM: Beware as equity rally and growth lose steam
Investors should be wary of increasing risks as the equity rally and global growth looks set to falter according to Pictet Asset Management’s Chief Strategist Luca Paolini.
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Pictet adds long/short global equity fund to range
Pictet Asset Management has added a long/short global equity fund to its total return range.
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Pictet turns to cyclicals, housebuilders
Pictet Asset Management has weighted its multi-asset portfolios more towards cyclical equities as a respite in dollar strengthening supports earnings.
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It’s time for helicopter money in Japan – Pictet
Unleashing ‘helicopter money’ is a way for the Bank of Japan to repair the damage to its credibility caused by persistently missing its inflation target, according to Pictet Asset Management.
