Recent developments in the Ukraine have raised to new heights what has already been a dramatic year both economically and geopolitically, with significant impacts on asset markets.Â
Join our Chief Strategist, Luca Paolini and a range of our investment experts as they discuss and reflect on the state of markets and outline the latest top-level asset allocation views of the Pictet Asset Management Strategy Unit.Â
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.
Senior Investment Manager
Hugo Bain joined Pictet Asset Management in 2009 as a Senior Investment Manager in the Emerging Equities team, specialising in Russian Equities.
Before joining Pictet, he spent five years with Fleming Family & Partners Capital Management LLP (FCM) and was a founding partner and co-manager of the FCM European Frontier Fund. He began his career in 1997 at ING, where he remained until 2002 as Head of Russian, Emerging Europe, Africa and Latin America Sales. In 2002 he joined Merrill Lynch as an EMEA Sales Specialist.
Hugo has an MA in Modern History from the University of St Andrews.
Head of Emerging Debt
Mary-Therese Barton joined Pictet Asset Management in 2004 and is the Head of Emerging Debt. Before taking up her current position in 2018, she was a Senior Investment Manager in the team. Mary-Therese joined as an Emerging Debt Analyst.
Prior to joining Pictet she worked at Dun & Bradstreet, where she was an economist responsible for analysing European countries.
Mary-Therese graduated with a BA (Hons) in Philosophy, Politics and Economics from Balliol College, Oxford. She also holds an MSc with distinction in Development Finance from the Centre for Financial Management Studies, SOAS (School of Oriental and African Studies), part of the University of London. Mary-Therese is also a Chartered Financial Analyst (CFA) charterholder.
Head of Emerging Equities Management
Kiran Nandra joined Pictet Asset Management in 2016. She is the Head of EM Equities Management and Senior Client Portfolio Manager for the Emerging Equities team.
Previously, Kiran worked at Wellington Management where she was most recently a Portfolio Specialist.Â
She joined Wellington in 2003 in a Relationship Management role before becoming a Research Analyst covering European and Latin American banks.
Kiran graduated from University College London with an LLB (Honours) degree in Law and is currently enrolled at The University of Chicago Booth School of Business.
CIO Fixed Income
Raymond Sagayam joined Pictet Asset Management in 2010 as Head of Total Return Fixed Income. In January 2017 he was appointed Chief Investment Officer of Fixed Income.
Before joining Pictet, Raymond was a Managing Director with Swiss Re Asset Management, head of dollar and euro investments, focusing on credit relative value strategies. Before that, he worked for Bank Brussels Lambert (ING) trading US Credit. He has traded credit across all major geographies and began his career at ING Barings in Emerging Markets in 1997.
Raymond holds a Bachelor's in Economics from the London School of Economics & Political Science (LSE) and Master's in Contemporary Theology in the Catholic Tradition from Heythrop College, University of London. He is also a Chartered Financial Analyst (CFA) charterholder.
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