Multi asset

Our locally based multi asset teams construct regionally tailored portfolios from a wide range of financial instruments to generate attractive returns.

November 2024 Multi Asset

What does Trump win mean for markets

Donald Trump looks to have secured a sweeping victory in US elections. We consider the implications for economic growth, inflation and financial markets.
November 2024 Multi Asset

Barometer: US stocks have more to give

While the approaching US election has some investors on edge, we remain confident that the American economy will experience a soft landing whoever secures the White House. As a result, we remain overweight stocks and upgrade US equity.
October 2024 Multi Asset

Taking the measure of Trump and Harris

While markets have so far been relatively sanguine about the coming US presidential election – it has taken a back seat to growth scares, the start of the US easing cycle and China's stimulus – investors will do well to focus on implications for individual assets as the poll draws closer.
October 2024 Multi Asset

Barometer: Emerging markets' turn to shine

The prospects for emerging market stocks and bonds outside China are improving as interest rates fall worldwide.
September 2024 Multi Asset

Private assets for dynamic portfolios

Private assets can be a good source of returns, but they need to be considered in light of the whole investment portfolio's characteristics rather than as a discrete element.
September 2024 Multi Asset

Barometer: Conditions favour Swiss and financial stocks

With interest rates set to fall further and the global economy heading for a soft landing, prospects for Swiss and financial stocks look bright.
August 2024 Multi Asset

Barometer: summer slowdown

Equities have had a good start to the year, but the summer could be an opportune time to take some profits, with the rest of the year likely to bring weaker growth and fewer earnings beats.
July 2024 Multi Asset

Expertise in Multi Asset passive solutions

Pictet Asset Management is a leading expert in multi asset passive investing, with over 35 years of experience managing passive funds and a combined assets under management of CHF 72 billion.
July 2024 Multi Asset

Barometer: Scaling back IT but still positive on stocks

Conditions remain favourable for equity markets overall but we trim exposure to tech stocks following their stellar run.
June 2024 Multi Asset

Barometer: Staying overweight equities as world economy avoids slowdown

Prospects for the world economy have improved and interest rates are about to fall. That's a positive backdrop for stock markets in the near term.
May 2024 Multi Asset

Barometer: Stars align for European equities

Economic conditions in Europe are improving while interest rates in the region could soon head lower. This augurs well for European stocks, which we upgrade to overweight.
April 2024 Multi Asset

Barometer: A spring in the market's step

Equities should extend their rally as interest rate cuts appear imminent in the US and other developed economies.
February 2024 Multi Asset

The risk of staying risk-free

Investors are clinging to cash now that it offers a level of income not seen for more than a decade. But in doing so, they're missing out on much better opportunities.
January 2024 Multi Asset

The 5 lessons investors should learn from 2023

Betting against the US economy was a mistake, while hopes for China's revival were dashed. Chief strategist Luca Paolini runs the rule over a tumultuous year.
December 2023 Multi Asset

The investment landscape in 2024

US stocks look set to trail European and Swiss equities in a year that will also see bonds gain in response to slower growth.