Inflation fuelled by climate change regulations will weigh on conventional asset classes, warns Pictet Wealth Management.
Tag: Christophe Donay
Pictet WM recommends endowment-style portfolios
Declining future sovereign bond returns mean that investors should raise allocations to alternative asset classes, according to Pictet Wealth Management (WM).
Pictet WM: What needs to happen for a lasting market rally
Investor fear is out of whack with actual economic fundamentals and a sustainable rebound won’t happen until one of three broad shifts occurs, argues Christophe Donay, head of asset allocation and macro research at Pictet Wealth Management.