Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
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Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
Wei Li also explains why investing in investment grade credit is a ‘straightforward’ call right now.
PineBridge’s Hani Redha explains why fading momentum from China’s reopening is not a major concern.
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
Pictet on AI, DBS has too much money, China’s crackdown on private fund management, Big Tech vs Small Tech, a book recommendation, wisdom from Peter Lynch, advertising and much more.
The Swiss asset manager has downgraded its outlook on China equities to neutral from overweight.
The strategy is led by Yi Du, who is based in Geneva.
There is no doubt we tend to highlight the negatives and overlook the positives.
Pei also discusses why Korea is currently a ‘free meal’ and India is overpriced.
FSA compares two environmental funds: the Ninety One Global Environment fund and the Pictet Global Environmental Opportunities fund.
Part of the Mark Allen Group.