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Pictet Asset Management - The Investment Landscape in 2015

The Pictet Asset Strategy Unit publishes their Annual Outlook Barometer looking at the investment landscape in 2015

In this issue

Global overview

A moderately benign climate

Sluggish growth but no recession


Asset allocation

Valuations favour equities over bonds


Equity region and sectors

Developed market stocks: Japan and cheap cyclicals to shine

Emerging market equity: recovery, but an uneven one


Fixed income

Testing times for developed market bonds

EM debt prospects improving



Pictet Asset Management Strategy Unit, January 2015

Please note that these are the views of Pictet Asset Management Strategy Unit and should not be interpreted as the views of RL360°.

Author

Pictet Asset Management Strategy Unit

January 2015

Please note that these are the views of Pictet Asset Management Strategy Unit and should not be interpreted as the views of RL360°.

360° fund links

A range of Pictet funds can be accessed through our guided architecture products LifePlan, Oracle, Paragon and Quantum, and also through our PIMS portfolio bond.