“Replacing a portion of a European portfolio’s equity holdings with high yield #bonds boosts risk-adjusted returns, and this becomes particularly clear when judging risk based on how far portfolios fall during market slumps.” Pictet AM's Nicolas Musolino

Read here: am.pictet.com/uk/en/instit...

“Stars align for Emerging Market credit: whether it’s economic growth prospects - we expect EM GDP to grow by 4% this year and next - or company fundamentals, the outlook is arguably the most positive it’s been during the past decade.” Pictet AM's Sabrina Jacobs
am.pictet.com/ch/en/interm...

“Continued uncertainty over tariffs, a mixed economic backdrop and stretched valuations warrant a neutral stance across global equities, bonds and cash,” notes Arun Sai, Senior Multi Asset Strategist, in the latest Barometer from Pictet Asset Management.
See more here: am.pictet.com/ch/en/instit...

Our Premium Brands strategy is 20 years old!
"We launched in 2005 as the Chinese market was opening up. What started as a journey to capture emerging trends in the burgeoning luxury segment, has turned into 20 years of growth and innovation." Pictet AM's Caroline Reyl
am.pictet.com/ch/en/instit...

“Credit is a well-rewarded opportunity. Misconceptions about defaults make investors wary credit, but bondholders very well compensated for taking on that risk”, according to Ermira Marika, Head of Developed Markets Credit, Pictet Asset Management: am.pictet.com/ch/en/interm...

In the news this week: The Swiss National Bank is ready to go below zero.

Olivier Hildbrand, head of developed market credit at Pictet Asset Management, discusses negative interest rates and explains why Swiss Franc bonds remain a compelling choice for investors in the current environment.