There are key differences between the high valuations of tech stocks in 2000 and today, argues Alexandre Mouthon, Geneva-based senior product specialist for thematic equities at Pictet Asset Management.
Tag: Pictet Asset Management
Staying ahead of markets is key to outperformance
Looking beneath the surface and anticipating factors that will affect markets in the future are at the core of Pictet’s multi-asset team’s investment strategy, says senior investment manager Andrew Cole.
HEAD-TO-HEAD: Julius Baer/GAM vs Pictet
FSA compares the Julius Baer Luxury Brands Fund with the Pictet Premium Brands Fund.
In case you missed it – Fund Markets News
AXA IM launches a multi-premia fund; ETFs in the US continue to grow; Fidelity rolls out a digital campaign; Singapore’s 8 Capital received fund licence; Pictet AM poaches from Invesco; SFC re-appoints Ashley Alder as CEO; and others
The case for cybersecurity stocks
Pictet Security Fund senior product specialist Alexandre Mouthon sees the promising IT security space as highly fragmented, with more M&A on the horizon.
Pictet says avoid US equities
The expensive valuations of US equities have made Luca Paolini, Pictet Asset Management’s London-based chief strategist, urge investors to be very cautious.
Pictet fund targets robotics trend
The firm’s robotics-themed fund is tied to cyclicality and capex spending, which is linked to a country’s economic health, according to Peter Lingen, Pictet Asset Management’s Geneva-based senior manager for thematic equities.
Pictet AM unveils its first HK-domiciled fund
The firm has launched a multi-asset income fund and has high expectations for emerging Asia equities over the next five years.
The FSA Spy market buzz – 26 August 2016
Changes at UBS, Pioneer and Axa; Absurd passive claims; Eastspring’s AUM; Pictet goes MRF; Scary jargon; MPF success and much more.
Local currency EM debt downturns to continue
The local currency emerging market debt is currently having an “exceptionally long period of underperformance”, according to Simon Lue-Fong, Pictet AM’s head of emerging market debt.
