Pictet Asset Management
@PictetAM
Privately-owned, multi-boutique asset manager. Here, our investment experts draw attention to developments crucial to strategic and tactical asset allocation.
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Latest posts 5
Financial markets have historically taken the results of US midterms in their stride. But this time there are two outlier scenarios investors should attend to. To discover what they are, click spkl.io/60117XUTf
From PictetAM chief strategist @luca_paolini
Contrary to conventional wisdom, the level of #bond yields and the shape of the US yield curve are perfectly aligned with fundamentals. Keep it simple: bond yields will rise further only if nominal growth will accelerate from here. In any case US TIPS at 3% are very attractive for long-term investors! @PictetAM #multiassetView quoted post on X
From PictetAM senior investment manager, multi asset, @steve_donze
It looks as if JPY discovered its breakeven point. A stronger JPY takes BoJ to hike 2x faster than Fed.View quoted post on X
