Some great companies and attractive valuations offer opportunities in EuropeSubscription
Following strong performance in 2017, European markets retreated in 2018 – a sell-off that was markedly similar to the 2015-16 downturn, when industrials, miners, banks, commodities and emerging markets plummeted by 30% or more
Think European Cities - Trends and tactics Q2 2019Subscription
The long-awaited upturn in European economic sentiment in early 2018 unfortunately proved short lived. Whilst political risks are never far away on the continent, it has been geo-political events in the United States, China and the United Kingdom (U.K) which combined have engineered a European slow-down.
Think U.S. cities Q2 2019 outlookSubscription
The U.S. economy is expected to grow between 2.0%-2.5% in 2019, slower than that seen in 2018 but strong enough to generate continued demand for real estate.
Think Asia Pacific cities Q2 2019 outlookSubscription
Think European Cities - Trends and tactics Q2 2019Subscription
Some great companies and attractive valuations offer opportunities in EuropeSubscription
Following strong performance in 2017, European markets retreated in 2018 – a sell-off that was markedly similar to the 2015-16 downturn, when industrials, miners, banks, commodities and emerging markets plummeted by 30% or more
Brexit And UK Defined Benefit FundingSubscription
Responsible Investment QuarterlySubscription
Cross Asset Investment Strategy - March 2019Subscription
If an investor had woken up today after three months and looked at the markets, he/she could reasonably say that not much had changed. The year started on strong footing and risk assets experienced a massive rebound in the first weeks of 2019, erasing most of the losses experienced in one of the most awful Decembers in history. As a result some valuation gaps have been closed somewhat, though not exhausted. Markets switched rapidly from a “fear” to a “greed” mood. Catalysts of the renewed ...
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IPE Investment Manager Expectations Indicator
Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months
Manager expectations February 2019
The end of 2018 saw expectations shift meaningfully in certain markets, and then pause. It also saw trends accelerate, then pause. For most of us, the pauses were welcome, because the shifts were related to broad market plans. Unfortunately, 2019 has seen a resumption in the directionality away from prior trends. Trends that had previously been accelerating have resumed as well. These are not universally negative movements, but are meaningful....read more
Pictet Asset Management
Pictet Asset Management is an independent asset manager, overseeing over EUR 162 billion for our clients across a range of equity, fixed income, alternative and multi asset products.
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Dissecting the cost of trade war
Investors are becoming hopeful that the US and China can avert a full-scale trade dispute. The world’s two biggest economies have reasons to do so – according to our calculations, a trade war – however improbable – would tip the global economy into stagflation and lead to a sharp decline in world stocks, as our chief strategist Luca Paolini outlines in this short article....read more
US bond yields: nothing to see here?
Investors shouldn’t get too anxious about a recent sell-off in US Treasuries.
In investment, nothing focuses the mind more than those instances when a currency, index or security bursts through what’s regarded as a “psychologically important” level. Investors are currently living through just such a moment....read more
