October Investment Outlook

Pictet Asset Management: Positive Signs But Red Flags Flutter

Date:

Luca Paolini, Pictet Asset Management. Luca Paolini, Pictet Asset Management

Author: Meritxell Sedo

  1. The global economy's recovery from the effects of the pandemic continues, but investors face a number of risks in the coming months
  2. Asset allocation: Pictet Asset Management remains neutral in equities and bonds while we keep our overweight stance in Swiss franc and gold
  3. Equities regions and sectors: Pictet Asset Management retains a barbell strategy of holding quality defensives and attractive cyclicals