Privately-owned, multi-boutique asset manager. Here, our investment experts draw attention to developments crucial to strategic and tactical asset allocation.
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Financial markets have historically taken the results of US midterms in their stride. But this time there are two outlier scenarios investors should attend to. To discover what they are, click spkl.io/60117XUTf
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Pictet Asset Management retweeted
In the news this week: AI is game-changing equity investing.
David Wright, head of multi-asset quantitative investments at @PictetAM, explains how advances in AI are helping quantitative strategies evolve into the next generation of equity investing.
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Pictet Asset Management retweeted
In the news this week: AI is game-changing equity investing.
David Wright, head of multi-asset quantitative investments at @PictetAM, explains how advances in AI are helping quantitative strategies evolve into the next generation of equity investing.
#InTheNews #PictetAssetManagement #AI #Equities
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From PictetAM chief strategist @luca_paolini
Contrary to conventional wisdom, the level of #bond yields and the shape of the US yield curve are perfectly aligned with fundamentals. Keep it simple: bond yields will rise further only if nominal growth will accelerate from here. In any case US TIPS at 3% are very attractive for long-term investors! @PictetAM #multiasset
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Pictet Asset Management retweeted
Contrary to conventional wisdom, the level of #bond yields and the shape of the US yield curve are perfectly aligned with fundamentals. Keep it simple: bond yields will rise further only if nominal growth will accelerate from here. In any case US TIPS at 3% are very attractive for long-term investors! @PictetAM #multiasset
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From PictetAM senior investment manager, multi asset, @steve_donze
It looks as if JPY discovered its breakeven point. A stronger JPY takes BoJ to hike 2x faster than Fed.
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AI is moving into the physical world, helping to turn humanoids, self-driving cars and other robotic applications from science fiction to reality. spkl.io/601073Ttg
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Stronger growth, fiscal stimulus & AI-driven productivity boost should help euro zone to close the rates gap vs US, according to our enhanced Taylor Rule model. That will increase the appeal of European #bonds. Find out more from @MarkoNikolay & team: am.pictet.com/ch/en/investme…
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A sell-off in tech stocks and persistent geopolitical concerns. What's the best course of action for investors? We stay invested in equities. Find out why in this month's Barometer, our flagship publication for multi-asset investors. am.pictet.com/ch/en/investme…
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The renminbi still makes up only about 2% of official foreign exchange reserves, but that figure understates the Chinese currency’s real influence. Read @PkZweifel's analysis to find out more: am.pictet.com/ch/en/institut…
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Pictet Asset Management retweeted
In the news: investors digest the El Niño effect. Alejandro Arevalo, head of emerging markets corporate bonds at @PictetAM, discusses the El Niño weather phenomenon and its impact on food prices across emerging economies.
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Pictet Asset Management retweeted
“Emerging market stocks are not what they used to be.” From advanced manufacturing and processing to AI, robotics and biotech, @PictetAM’s Bahar Sezer-Longworth sheds light on how EMs are moving up the value chain - creating long-term opportunities for equity investors.
Read the full commentary here: am.pictet.com/ch/en/investme…
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Pictet Asset Management retweeted
"The latest energy shock shows that high oil prices no longer spell disaster for emerging markets. Their impact is counterbalanced by booming tech industries, stronger fundamentals and lessened reliance on the dollar." @PictetAM Chief Economist @PkZweifel explains why #EmergingMarkets should no longer be afraid of the #oilprice.
Read the full article here: am.pictet.com/ch/en/intermed…
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Pictet Asset Management retweeted
In the news this week: Businesses must invest billions to navigate extreme heat.
Katie Self, senior investment manager at @PictetAM, discusses the interplay between rising temperature extremes and investors deploying billions into adaptation and resilience strategies.
#InTheNews #PictetAssetManagement #Adaptation #Climate
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Pictet Asset Management retweeted
Robert Simpson, senior investment manager and head of EMFI client solutions at @PictetAM, dissects the interplay among the dollar, commodities, and emerging-market debt, and the opportunities arising from it.
#InTheNews #PictetAssetManagement #FixedIncome #EmergingMarkets
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