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.
FSA compares two international equity products: the Brown Advisory Global Leaders Fund and the Pictet Global Thematic Opportunities Fund.
Emerging markets (EM) look more promising than developed markets for equities investors, according to Pictet Asset Management (Pictet AM).
Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
Only 5% of the respondents to a Pictet Asset Management and HKUST survey are currently investing in ESG products.
China to remain dominant in EM ESG bond issuance through 2023, according to Pictet Asset Management.
Pictet overweights China equities to take ‘advantage of attractive valuations’.
Investors should remain invested and hold on to correct themes and ideas, said Pictet Asset Management.