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Asset Allocation

Pictet: Dry summer for stocks

Bonds are likely to take the upper hand over equities this summer, as liquidity dries up and economic growth slows.

Pictet: The trouble with bonds

Quantitative easing and its effects on fixed income markets are here to stay. Investors ignore that at their peril.

Emerging Markets

Pictet: Should we worry about emerging market debt levels?

Compared to developed countries, emerging markets continue to have a lower debt-to-GDP ratio. But their debt is rising. Should we be worried?

Emerging Markets

Pictet: Chinese local currency debt - coming of age

China's onshore renminbi-denominated bond market is an emerging asset class of global significance.

Asset Allocation

Pictet: Equities - three particular areas of concern

“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.

Asset Allocation

Pictet: Four reasons why Russia will shrug off the latest round of US sanctions

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.

Pictet: Change is in the air

A peak in economic growth improves the outlook for bonds, but it may be too soon to call time on the equities rally.