Secular Outlook 2024
Tuesday 
20 
June 
10:00am
 - 
11:00am 
BST
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Secular Outlook 2024
12 
June 
2024
10:00
-
10:45 
BST
11:00
-
11:45 
CEST
17:00
-
17:45 
HKT
14:00
-
14:45
  BST
15:00
-
15:45
  CEST
09:00
-
09:45
  EDT


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MARKETING COMMUNICATION FOR PROFESSIONAL INVESTORS ONLY


Pictet AM’s Luca Paolini, Chief Strategist and Arun Sai, Senior Multi Asset Strategist presented their Secular Outlook at a webinar on 12th June.

 

They shared their five-year projections for all major asset classes and explained why corporate bonds could become the standout asset class within fixed income.

 

The Secular Outlook is based on research from the Pictet Strategy Unit, which is comprised of our most experienced portfolio managers, economists, strategists and research analysts.


 Please register to access the replay.  

The specific project we have decided to support with our carbon offsetting is around improving health and sanitation with access to clean 


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Webinar highlights:

1

Why government debt could become a significant concern in the next decade

 

2

Which three industry sectors they believe offer equity investors the most attractive prospective returns


3

Why returns in listed credit are likely to be on a par with equities, but with less risk



Explore thought leadership pieces and strategic asset allocation acumen from our investment experts.

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Speakers

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Luca Paolini

Chief Strategist, Pictet Strategy Unit


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.

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Arun Sai

Senior Multi Asset Strategist, Pictet Strategy Unit


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.

Testimonial

As part of our firm’s commitment to a more sustainable world, we measure the entire carbon impact of this conference and offset the amount of carbon by investing in a project in Rwanda.

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Further reading

Biodiversity bonds: the new frontier in fixed income markets


Sovereign, supranational and corporate borrowers are issuing bonds that embed biodiversity protection and restoration goals.

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Barometer: Stars align for European equities


Economic conditions in Europe are improving while interest rates in the region could soon head lower. This augurs well for European stocks, which we upgrade to overweight.

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Topics

01

Emerging technologies and markets from synthetic fuel to electric alternatives 

02

The continuing demand for air transportation and projected growth of the industry

03

 When investors should participate and what to look for in potential investment companies

03

When investors should participate and what to look for in potential investment companies

In this Megatrends webinar we take a closer look at why biodiversity and financial returns are inextricably linked and identify risks for investors. We also discuss how protecting the natural world can create investment opportunities and the role investors play in fostering a regenerative economy.

Our next event(s)

Webcast: Emerging Market Debt update (March 29, 2023)

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Webcast: Money Market update (May 21, 2023)

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Disclaimer- This material is for distribution to professional investors only. However it is not intended for distribution to any person or entity who is a citizen or resident of any locality, state, country or other jurisdiction where such distribution, publication, or use would be contrary to law or regulation.

The information and data presented in this document are not to be considered as an offer or sollicitation to buy, sell or subscribe to any securities or financial instruments or services.
Information used in the preparation of this document is based upon sources believed to be reliable, but no representation or warranty is given as to the accuracy or completeness of those sources. Any opinion, estimate or forecast may be changed at any time without prior warning. Investors should read the prospectus or offering memorandum before investing in any Pictet managed funds. Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future. Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.
This document has been issued in Switzerland by Pictet Asset Management SA and in the rest of the world by Pictet Asset Management (Europe) SA, and may not be reproduced or distributed, either in part or in full, without their prior authorisation.
For UK investors, the Pictet and Pictet Total Return umbrellas are domiciled in Luxembourg and are recognised collective investment schemes under section 264 of the Financial Services and Markets Act 2000. Swiss Pictet funds are only registered for distribution in Switzerland under the Swiss Fund Act, they are categorised in the United Kingdom as unregulated collective investment schemes. The Pictet group manages hedge funds, funds of hedge funds and funds of private equity funds which are not registered for public distribution within the European Union and are categorised in the United Kingdom as unregulated collective investment schemes.
For Australian investors, Pictet Asset Management Limited (ARBN 121 228 957) is exempt from the requirement to hold an Australian financial services license, under the Corporations Act 2001.
For US investors, Shares sold in the United States or to US Persons will only be sold in private placements to accredited investors pursuant to exemptions from SEC registration under the Section 4(2) and Regulation D private placement exemptions under the 1933 Act and qualified clients as defined under the 1940 Act. The Shares of the Pictet funds have not been registered under the 1933 Act and may not, except in transactions which do not violate United States securities laws, be directly or indirectly offered or sold in the United States or to any US Person. The Management Fund Companies of the Pictet Group will not be registered under the 1940 Act.
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