Pictet Asset Management lanciert den Pictet-SmartCity, ein Publikumsfonds, mit dem Anleger gezielt in Unternehmen investieren können, die die urbane Weiterentwicklung voran treiben
Argentina and Turkey have been at the heart of the recent sell-off. Investors should look to policymakers and governments for clues as to where these markets are headed.
“Equity markets may not be cheap, but there are some bargains that are beginning to emerge,” says Luca Paolini, chief strategist at Pictet Asset Management.
Emerging market bonds have suffered in recent months, but fears of a renewed currency and debt crunch are overblown.
Bonds are likely to take the upper hand over equities this summer, as liquidity dries up and economic growth slows.
Quantitative easing and its effects on fixed income markets are here to stay. Investors ignore that at their peril.
Compared to developed countries, emerging markets continue to have a lower debt-to-GDP ratio. But their debt is rising. Should we be worried?
China's onshore renminbi-denominated bond market is an emerging asset class of global significance.
“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.
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.
