In this month's asset allocation webcast Luca focuses his attention on the US. Discussing amongst other topics: the frenzy around retail trading, Fed tapering, lacklustre consumer confidence, and views on the tech sector. He also outlines the latest top-level asset allocation views of the Pictet Asset Management Strategy Unit, and fields questions.
Chief Strategist
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.
A changing investment landscape: the next five years
Our 8th Secular Outlook, explores the trends we believe will have the greatest impact on financial markets over the next five years. Whatever their vantage point, investors will find there is no escaping the pandemic’s effects. For the most part, the health crisis will reinforce or accelerate trends that were already unfolding in both financial markets and the economy. Even so, it will still change the way countries are governed, businesses are run and people live their lives.
Pictet Asset Management 2020 All rights reserved. Please read our terms and conditions before accessing this website. Some of the photographs published on this website have been taken by Stéphane Couturier, Magnus Arrevad, Lundi 13, Phovea, 13Photo, Magnum Photos, Club Photo Pictet.
By accepting our invitation to this webcast, you acknowledge that we will process your Personal Data in compliance with our Privacy Notice. You consent to our disclosure of your Personal Data to other Pictet entities or third parties involved in this event's organization, including to jurisdictions that may not offer equivalent protection in terms of data protection. In case of such disclosure, you also understand and expressly agree that our confidentiality and/or secrecy obligations will no longer apply to your Personal Data.
