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.
Pictet Asset Management
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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.
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Fortune favours the brave, at least in the next five years– Pictet
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 luring investors back into EM – Pictet
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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PA ANALYSIS: How to profit from cyber-security, the real ‘stress test’
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 AM adds Asian market neutral fund
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 AM to launch robotics fund
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’s multi-asset team getting creative in fixed income
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 adds to multi-asset wave with fund for ex-Barings trio
Pictet Asset Management has added to the growing trend of multi-asset products with the launch of the FP Pictet Multi Asset Portfolio.