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lower range to drive stealth bull market in bonds

Lower Range to Drive Stealth Bull Market in BondsSubscription

Thu, 11 Oct 2018

While G3 yields have ticked higher recently, Robert Tipp, Chief Investment Strategist and Head of Global Bonds, shares mounting evidence to support a “lower for longer” thesis for developed market interest rates. 

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responsible investing roundtable

Responsible Investing Roundtable: Experiences from Around the WorldSubscription

Mon, 8 Oct 2018

AllianceBernstein asked four institutions around the world to share their thoughts about the opportunities and challenges of responsible investing in their investment plans.

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how far will chinas new releveraging g

Investment Strategy Insights: How Far Will China's New Releveraging Go?

Fri, 12 Oct 2018

While China is still intent on broad deleveraging over the long term, it has embarked on a modest program of releveraging to avert a slowdown.

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Top 100 Real Estate Investment Managers survey top 100 2017 graphicdouble blackarrow

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Top 100 Real Estate

IPE Investment Manager Expectations Indicator double blackarrow

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

investment manager expectations indicator

single redarrow Manager expectations June 2018

Unlike autumn where change is evident, the shift to summer is less dramatic. One day the air feels different than before, and before you know it, the chill in the nights has left, and a new season officially arrives. With relatively few meaningful shifts evident on the surface among manager expectations recently, change has been harder to recognise, but it does seem the nights are getting warmer. As often in high summer, storms – in the form of volatility – may be on the more

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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

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 more

us bond yields

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 more

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investment grade bonds

Investment Grade Bonds – Not for the Thrill-Seekers

Thu, 20 Sep 2018Updated: Thu, 11 Oct 2018

Steven Oh, Global Head of Credit & Fixed Income, discusses investment grade bonds, why investors should consider them in the current market environment and how he believes investors should position their portfolios in light of his outlook for the asset class.

real estate interview 3

Real Estate Interview 3Subscription

Thu, 13 Sep 2018

In this third edition, Paul Guest, Lead Real Estate Strategist at UBS Asset Management takes us through the forecast for real estate investment over the next few years.

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Invesco Real Estate Recruits Mike Bessell as Head of European ResearchSubscription

Wed, 12 Sep 2018Updated: Tue, 9 Oct 2018

Invesco Real Estate has appointed Mike Bessell as Senior Director - European Research Strategist to head up the firm’s dedicated, in-house research team across Europe and to add further depth of experience to the firm’s in-house global research team, spearheaded by Tim Bellman. 

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