Join our Chief Strategist and Head of Fixed Income Strategy & Solutions to discover how to navigate such difficult markets
The surge in stock markets that accompanied the summer heatwave is, we believe, over. From here on in, conditions are likely to be much more challenging for investors. Oil prices are rising again. And even if inflation has peaked, it is looking sticky. Business and consumer surveys, meanwhile, are turning gloomy even though central banks are likely to ignore these until they feed through to hard economic data.
Please join Luca Paolini, Chief Strategist and Mickael Benhaim, Head of Fixed Income Strategy & Solutions to better understand the macro-economic outlook, asset allocation strategy and a deeper look into fixed income markets, interest rates and likely central bank responses.
Our experts are on hand to help you navigate these challenging times and will answer your questions during this online webinar event.
Chief Strategist
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.
Head of Fixed Income Strategy & Solutions
Mickael Benhaim joined Pictet Asset Management's Fixed Income team in 2006 and is the Head of Fixed Income Investment Strategy & Solutions. Prior to assuming this role in April 2017 Mickael was Co-Head of Global Bonds. Before joining Pictet he was Head of Euro Aggregate Fixed Income for AXA Investment Managers where he worked for five years. Mickael has more than 20 years professional experience that includes working at the Dresdner Group and BNP Paribas Group. Mickael holds a MSc in Mathematics and a post-graduate degree in stochastic models from the University of Paris Jussieu and Paris Panthéon-Sorbonne.
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