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Where next for markets - September update
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R. Harrison

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Where next for markets - September update
3 
March 
2021
15:00
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15:45
 (CET)
14:00 - 15:00 (BST) 09:00-10:00 (EST)
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Watch a webcast with our Senior Multi Asset Strategist, Arun Sai.

This month Arun outlines the latest top-level asset allocation views of the Pictet Asset Management Strategy Unit.

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Arun Sai

Senior Multi Asset Strategist

 

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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August Barometer: No need for evasive action

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A Secular Outlook 2020

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Out of the shadows: the rise of emerging Asia

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Our Barometer: the monthly asset allocation views from our strategy unit

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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.

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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.
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