Almost all assets were battered by October storms as investors worried about rising rates and trade wars. But that has opened up some tactical opportunities.
More growth-supportive fiscal and monetary policies should lift China’s GDP growth next year.
Teruhiko Nishimura, Head of Total Return Japanese Equities, und Tomohiro Yamaguchi, Senior Investment Manager bei Pictet Asset Management, erklären, warum sich der japanische Aktienmarkt ideal für eine marktneutrale Anlagestrategie eignet.
BBB-rated bond issuers - those just one notch above high-yield - now make up half the investment grade universe. That could have serious consequences in a downturn, says Shaniel Ramjee, Senior Investment Manager.
Equity markets are likely to be held in check by simmering trade tensions and tighter monetary conditions, even if corporate profits remain healthy.
Pictet Asset Management (Pictet AM) erweitert ihr Total-Return-Fondsangebot mit der Auflegung des Fonds Pictet-TR Akari, eines OGAW-konformen marktneutralen japanischen Aktienfonds mit wöchentlicher Liquidität.
Pictet AM lädt Sie am 8. Oktober 2018, im Kaufmanns-Casino München, zur Präsentation der neuen Themen-Strategie SmartCity ein.
Turkey and Argentina have dominated the headlines, but the South African rand and Brazilian real are the next worst performing currencies since the onset of the crisis. Is this justified?
It’s become the norm for equity investors to appraise a company on environmental, social and governance (ESG) criteria. Now, ESG analysis is also beginning to gain traction in the fixed income market.
The global economy remains resilient and corporate profits are healthy, despite trade tensions and wobbles in certain emerging markets.
