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.
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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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 Asset Management has added a long/short global equity fund to its total return range.
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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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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.
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Why is the dollar so expensive when US productivity growth is zero and there are political risks?, asked Luca Paolini, chief strategist at Pictet Asset Management.
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Positive developments such as evidence of an underlying improvement in industrial production and exports in Asia are luring investors back into emerging markets, said Pictet Asset Management’s chief strategist Luca Paolini.
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Amid the fallout from the Bank of England’s all-encompassing stress test, there’s already talk about what wasn’t included – particularly a check on the banks’ ability to withstand a cyber-attack.
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Pictet Asset Management has expanded its Total Return fund range with the launch of PTR-Phoenix, an equity market neutral fund investing in Asia.
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Pictet Asset Management is to launch a new robotics focused fund on 8 October, with an initial subscription between 2nd and 7th October.
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Pictet Asset Management multi-asset managers Andrew Cole and Shaniel Ramjee have been getting creative in their fixed income investing, having whittled down their equities allocation to just 25%.
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Pictet Asset Management has added to the growing trend of multi-asset products with the launch of the FP Pictet Multi Asset Portfolio.
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