GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.
Tag: Pictet Asset Management
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.
The FSA Spy market buzz – 18 October 2024
Defence ETFs for a dangerous world, Water, water everywhere but not a drop to drink, Bloomberg economists miss the target, Pictet on the US election, Gold in Hong Kong, Hang Seng blues and much more.
The FSA Spy market buzz – 4 October 2024
Schroders is hiring, Federated Hermes warns on PE exits, Fidelity thinks China is cheap, Pictet likes, gold and emerging markets, S&P 500 dividend woes, October’s volatility and much more.
Top Trumps: Energy – 1 August 2024
This week FSA provides a quick comparison of two energy funds: the Pictet Clean Energy Transition fund and the Schroders Global Energy Transition fund.
Pictet AM’s Wong on the benefits of being based in Asia
Pictet Asset Management’s Andy Wong tells FSA why being based in Hong Kong helps to form a differentiated view on US tech and other investment themes.
Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation.
The FSA Spy market buzz – 14 June 2024
Leveraging the world, the utter tediousness of feedback, BlackRock’s large-cap ETF, Pictet thinks about innovation vs design, lies and damned lies from Fed’s Powell, a personal departure and much more.
Pictet AM appoints team lead for Korea sales
Da Seul Lee will oversee relationships with both institutional and intermediary clients as well as lead business development in Korea.
