Traditional sectors not out for the count yet
Even though thematic ESG strategies are resonating more with investors
Is it America’s time to shine?
Pictet warms to the US but has downgraded its outlook on one Far East country
Now is not the time to lose faith in UK equities
‘Slowing though it may be, the recovery is still for the moment underway and continues to present important opportunities’
Equity investors eye up Europe
Long-standing aversion driven by ‘myth’ that they act as a detractor to multi-asset portfolios
Alternatives | 2 Sep 21
Investors are confusing correlation with risk
As SYZ Capital co-founder flags three assets classes that investors should be considering