All Pictet Asset Management articles
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OpinionDistressed debt after Covid-19
Fiscal and monetary largesse have helped to lift nearly all corporate boats since the Covid crisis hit.
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OpinionHow will the ageing population affect markets?
Of all the forces set to reshape the investment landscape over the coming decades, one stands above all others – the ageing of the world population.
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OpinionAre DGFs still proving popular?
With a variety of diversified growth fund styles on offer, five experts share their views on what trustees should look for in a manager, while discussing developments in how both defined benefit and defined contribution schemes are allocating to DGFs.
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Opinion
How will the DGF market develop?
Will the diversified growth fund sector grow or shrink? And do illiquid assets have a role to play in DGFs? Shuntao Li from Barnett Waddingham, Percival Stanion from Pictet Asset Management, Murray Taylor from JLT Employee Benefits, Neil McPherson from Capital Cranfield and Naomi L’Estrange from 2020 Trustees discuss how the market is likely to develop.
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Opinion
What should trustees look for in a DGF manager?
What should schemes look for in a diversified growth fund manager? Shuntao Li from Barnett Waddingham, Murray Taylor from JLT Employee Benefits, Neil McPherson from Capital Cranfield, Naomi L’Estrange from 2020 Trustees and Percival Stanion from Pictet Asset Management discuss how to go about selecting a DGF manager, and whether there is conflict between some consultants and the DGF model.
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Opinion
How are DGFs being used in DC?
How are defined contribution schemes using diversified growth funds, and what roles do member engagement and cost constraints play? Naomi L’Estrange from 2020 Trustees, Shuntao Li from Barnett Waddingham, Neil McPherson from Capital Cranfield, Murray Taylor from JLT Employee Benefits, and Percival Stanion from Pictet Asset Management discuss DGFs in DC and the issue of fees.
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Opinion
How are DB schemes allocating to DGFs?
How are defined benefit pension schemes using diversified growth funds in their portfolios, and how can trustees choose between the various strategies on offer? Naomi L’Estrange from 2020 Trustees, Shuntao Li from Barnett Waddingham, Neil McPherson from Capital Cranfield, Murray Taylor from JLT Employee Benefits, and Percival Station from Pictet Asset Management discuss how pension funds are approaching DGFs.
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OpinionInvesting in a Trump era: Calm with risk of storm
We are still in the early days, but so far markets have taken a fairly optimistic stance toward the broad outlines of Donald Trump’s policies.
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OpinionThe final frontier: Promises of EMD performance
EMD survey: Performance is what drives investors towards – and at times away from – emerging market debt. For pension funds, the hard numbers count, so how has the asset class fared recently?
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Opinion
A glass half full: How investor sentiment towards EMD is changing
EMD survey: A higher birth rate and a growing middle class eager to spend money on goods and services are often touted benefits of investment in emerging markets, but something else is driving flows as well.
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OpinionDGFs: How schemes can navigate the growing market
Five experts look at how the diversified growth fund space has evolved and where they would like to see it move in the near future.
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Opinion
Which DGF strategies are likely to be successful over the next two years?
In the final part of the diversified growth fund roundtable series, City Noble's William Bourne, the MCC Pension Fund's John Nestor, Pictet Asset Management's Percival Stanion, PiRho's Nicola Ralston and Redington's Pete Drewienkiewicz reveal their outlook for the DGF space.
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Opinion
Can DGFs be used to boost income with low volatility?
Many diversified growth funds were created to achieve equity-like return with lower volatility and risk, but can they be used to boost income? In the third part of our roundtable series, William Bourne of CityNoble, John Nestor of the MCC Pension Fund, Percival Stanion of Pictet Asset Management, Nicola Ralston of PiRho and Pete Drewienkiewicz of Redington discuss.
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Opinion
Do DGF strategies differ enough from one another?
DGFs were created in part to address correlation across different asset classes, but do they differ enough from one another? In the second part of the diversified growth fund roundtable series, City Noble's William Bourne, the MCC Pension Fund's John Nestor, Pictet Asset Management's Percival Stanion, PiRho's Nicola Ralston and Redington's Pete Drewienkiewicz discuss how manager's approaches differ across the DGF space today.
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Opinion
How has the DGF space developed?
DGF is no longer the new kid on the block, so how has the area developed recently? In the first part of the diversified growth fund roundtable series, City Noble's William Bourne, the MCC Pension Fund's John Nestor, Pictet Asset Management's Percival Stanion, PiRho's Nicola Ralston and Redington's Pete Drewienkiewicz discuss where the DGF and multi-asset space has to offer today.