Unsere Investment-Spezialisten analysieren die Auswirkung Trump Präsidentschaft auf die Finanzmärkte.
“Global equity markets are caught between two opposing forces. Improving macroeconomic fundamentals are being supportive whilst increasingly negative liquidity conditions are negative. With monetary stimulus set to wane, we retain our neutral stance on equities,” says Luca Paolini, chief strategist at Pictet Asset Management.
In der Reihe "Dispatches from..." berichtet Hugo Bain, Senior Investment Manager, Pictet Asset Management, London, regelmäßig von seinen Besuchen bei Unternehmern und Entscheidern vor Ort in Emerging Markets; diesmal aus Russland mit dem Titel: "Dispatches from Russia: an unlikely land of opportunity".
“The UK’s shock vote to leave the EU already appears to be a distant memory", says Luca Paolini, Chief Strategist at Pictet Asset Management. "Japan and Emerging Markets offer the best prospects."
Die Pictet-Gruppe gab heute ihre ungeprüften Zahlen für das erste Halbjahr 2016 bekannt. Der Betriebsertrag beläuft sich auf CHF 1,033 Milliarden, der Geschäftserfolg auf CHF 244 Millionen und der Konzerngewinn auf CHF 191 Millionen.
“US equities may be trading at more expensive multiples than European counterparts, but we think there is still room for the equity market to appreciate", says Pictet Asset Management’s chief strategist Luca Paolini.
“The UK’s vote to leave the EU has sent shockwaves through financial markets but there are silver linings to the Brexit clouds,” says Pictet Asset Management’s chief strategist Luca Paolini.
The UK’s vote to leave the EU has sent shockwaves through financial markets. The political upheaval unleashed by the unexpected referendum result and the ensuing rise in market volatility will surely weigh on the global economy. But there are silver linings to the Brexit clouds.
Brexit could galvanise EU reforms or closer integration and prompt European and UK fiscal stimulus measures.
“Economic momentum is slowing worldwide at a time when there is political upheaval in Europe and growing uncertainty over the direction of US and Chinese monetary policy,” says Pictet Asset Management’s chief strategist Luca Paolini.