Job Title, Company
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Stock markets may have fared better this year than last, but returns were still below average in real terms. So what lies ahead for markets?Â
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Pictet AM’s Chief Strategist Luca Paolini and Senior Multi Asset Strategist, Arun Sai, discussed why they believe US stocks will lag other markets next year at a webinar. Â
They addressed some of the big questions facing markets, such as: Which central bank will be the first to cut rates? As well as giving their view on whether bond yields have peaked and addressing why emerging market economies will likely post robust growth next year.
For the answers to these and the other big issues facing investors, please watch the replay of the webinar.
Chief Strategist, Pictet Asset Management
Luca Paolini joined Pictet Asset Management in 2012 as Chief Strategist. Before joining Pictet, Luca worked as an Equity Strategist at Credit Suisse Securities, responsible for asset, regional and sector allocation. From 2005 to 2007, he was Investment Strategist at Union Investment. Luca started his career in 2001 at Allianz Dresdner Asset Management as a assistant vice president, covering asset allocation and investment strategy. Luca holds a Master degree in International Economics and Management from SDA Bocconi School of Management in Milan, and a Laurea Magistrale in Political Sciences from the University of Bologna.
Senior Multi Asset Strategist, Pictet Asset Management
Arun Sai joined Pictet Asset Management in 2020 as Senior Multi Asset Strategist.
Before joining Pictet, Arun worked at Credit Suisse for nine years where he provided country and sector investment recommendations and authored thematic research papers as a Global Emerging Markets strategist. Prior to that he was senior analyst with CRISIL where he built and managed a team of 15 offshore analysts working on global equity strategy and economics. He began his career in 2006 as a Business Analyst at Cognizant Technology Solutions.Â
Arun holds a Bachelor of Engineering in Computer Science from University of Madras, India as well as an MBA (Finance) from Bharathidasan Institute of Management, India.
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