“It’s been a tough few weeks with plenty to worry investors such as Italy and US trade tensions. But there’s no need to panic as yet,” says Luca Paolini, chief strategist at Pictet Asset Management.
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.
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 gibt die Auflegung des OGAW-konformen Fonds Pictet-Asian Corporate Bonds mit Domizil in Luxemburg bekannt. Der Fonds investiert an den asiatischen Märkten für Unternehmensanleihen. Diese Märkte weisen die beste Kreditqualität unter den Schwellenmärkten auf, und Asien gehört zu den wachstumsstärksten Regionen weltweit.
As tensions between the US and China over trade tariffs escalate, a potentially brighter picture of trade dynamics is emerging.
Passive bond funds are becoming popular with investors, particularly the exchange-traded kind. The trouble is, fixed income doesn't lend itself easily to index tracking.
Inflation across emerging markets is at multi-decade lows. But one region is bucking the overall trend: Central & Eastern Europe. What does it mean for investors?
Pictet Asset Management gibt die Auflegung des OGAW-konformen Fonds Pictet-Global Fixed Income Opportunities mit Domizil in Luxemburg bekannt. Der Fonds verfolgt einen flexiblen „Unconstrained“-Ansatz bei festverzinslichen Anlagen und will durch Nutzung der Marktvolatilität höhere Erträge erzielen.
Each currency has its unique drivers and the foreign exchange market overall is known for bouts for volatility. But there is the potential for broad-based appreciation of EM currency versus the US dollar, providing a lift to total returns from local currency debt, Patrick Zweifel, Chief Economist at Pictet means.
“The markets might be worried about a possible overheating of the US economy, but our biggest concern is China,” says Luca Paolini, chief strategist at Pictet Asset Management. So far, thanks to healthy demand for Chinese exports, the tightening of monetary policy has not done too much damage.”