The savings glut that gave rise to the 2008 financial crisis is disappearing. To find out why this trend could prove transformational for the financial markets, read PictetAM’s #SecularOutlook2019
Pictet Asset Management
3,011 posts
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.
Joined September 2015
- With yields on UK inflation-linked debt having risen by some 64 bps in just one day yesterday - the sharpest spike seen since 1992 - bond investors must be wondering what on earth is going on. Are the UK's problems isolated events? Not likely. spkl.io/60134nbMt
- #RealYields always matter. But bond investors would do well to pay particular attention to what’s happening to them right now. spkl.io/60164nour
- #Drones will play a major role in the #SmartCity of the future. Find out the other ways in which our life might change: am.pictet/en/globalwebsi…
00:00 - The global economy is approaching the end of its post-Covid expansionary phase; all signs all point to a recession within the next two years. Find out more about the investment implications in PictetAM's #SecularOutlook2022 spkl.io/60134TdvU
- PictetAM proud to have won Sustainable Investment Manager of the year at this years #RetailAMAwards 2019 #sustainability #responsibleinvestingSustainable Investment Manager of the Year is awarded to @PictetAM – congratulations #RetailAMAwards
- Peak hawk. How much more aggressive will the Fed be in its bid to control inflation? By PictetAM chief economist @PkZweifel spkl.io/60144rEe2
- A new report highlighting a shocking 60% fall in UK wildlife populations shows there is more to environmental investing than controlling carbon emissions. #StateOfNature
- A zero sum game. Why the effects of a full-scale #TradeWar will extend far beyond the US and China bit.ly/2tzZUEV
- Which economy is most vulnerable to the#coronavirus outbreak? Here, PictetAM chief economist @PkZweifel ranks countries based on their reliance on a) China tourism b) trade with China & c) global supply chains. The higher the number, the greater the vulnerability
- .@IIF reports that overseas institutions' holdings of RMB bonds reached a record $284bn in June. As PictetAM outlines in this piece, it's an asset class whose time has come.
- Latin America is the only region in emerging markets where growth in 2019 will top last year's, according to PictetAM's monthly Emerging Market Monitor
- Russia's economy is in far better health than many realise says PictetAM economist @MarkoNikolay
- Emerging Market Monitor: China's luxury goods market is set to benefit from considerable pent-up demand as the country emerges from its Covid lockdowns. spkl.io/60104bWHO
