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Pictet Asset Management - The Investment Landscape in 2017

Buckle up for 2017: political turmoil, inflation and tighter financing conditions look set to compete with improving growth and corporate earnings.


Key points

  • The current environment is challenging for equities but potentially pretty grim for bonds and bond-like dividend-paying stocks.
  • The winners in this climate should include cyclical shares as well as traditional hedges against volatility and inflation, such as gold, the VIX and inflation-linked bonds.
  • We also think it is prudent to go into next year with ample holdings of cash – both as insurance against market falls and, arguably more importantly, to be ready to take advantage of any dislocations and mispricing that could follow from political upsets or policy actions.

Pictet Asset Management Strategy Unit, December 2016

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

December 2016

Please note that these are the views of the 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 Oracle, Paragon, Quantum, LifePlan, Protected Lifestyle, Protected Lifestyle Lebanon and also through our PIMS portfolio bond.