- With inflation on the rise, the big question is: ‘Are we about to see a repeat of the 1970s?’
- With developed equity and debt markets at a turning point, with higher inflation and an unfavourable stage in the economic cycle, where can investors seek returns?
- Which role does the Russia/Ukraine conflict and global cost of living crisis play in generating returns?
- Will Web 3.0 and the metaverse help sustain tech innovation as a major driver for returns as per the past five years?Â
Luca has over 20 years’ experience as a strategist covering asset class, region and sector allocation. He is part of Pictet AM's Strategic Unit where he is a voting member. Luca is also responsible for communicating investment views in our monthly market outlook, Barometer, and the publication presenting five-year projections, Secular Outlook. Luca holds a Master’s in International Economics and Management from SDA Bocconi School of Management and a Laurea Magistrale in Political Sciences from the University Bologna.
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. 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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