PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the challenges of a low yield environment and why leverage has risen in the corporate sector
PARTNER INSIGHT: Shaniel Ramjee, Senior Investment Manager Multi Asset at Pictet Asset Management, gives his market outlook.
Staunch value investor
How multi-managers are allocating portfolios
One of the biggest concerns for emerging markets investors will always be political risk. The relative stability of developed markets in Europe and North America - although notably even that cannot be taken for granted right now either - is not a luxury...
Global asset allocators have taken a consensus underweight position to the FTSE, with the UK at its most unloved point in decades relative to other developed markets.
PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the value case of sectors and themes.
US small-cap funds among top ten