Tag Archives: House View

Pictet Wealth Management’s latest positioning across asset classes and investment themes. Asset Allocation On a tactical, rolling three-to-six-month basis, we are tilting away from a bullish to a neutral stance on developed-market equities as trade and political frictions are rising. That said, we remain more upbeat on their prospects after the summer. Recent sell-offs have vindicated our cautiousness regarding...

Pictet Wealth Management's latest positioning across asset classes and investment themes.Asset AllocationOn a tactical, rolling three-to-six-month basis, we are tilting away from a bullish to a neutral stance on developed-market equities as trade and political frictions are rising. That said, we remain more upbeat on their prospects after the summer.Recent sell-offs have vindicated our cautiousness regarding emerging-market assets in general. But valuations are becoming more interesting, and...

Pictet Wealth Management's latest positioning across asset classes and investment themes.Asset AllocationOverall, we remain cautiously optimistic about risk assets. We expect economic growth to rebound after a ‘soft patch’ and corporate profitability remains strong, as revealed in Q1 earnings reports.But we recognise that the environment is becoming more challenging for investors. The current environment requires active managers’ heightened sense of adaptability.While we are bearish on euro...