Pictet | Frankfurt, 13.05.2015.
Sehr geehrte Damen und Herren, beigefügt erhalten Sie einen aktuellen Marktkommentar von Luca Paolini, Chefstratege bei Pictet Asset Management in London, zur aktuellen Asset Allocation.
EM sovereigns remain attractive in a yield-starved world says Luca Paolini, Pictet Asset Management
We retain our overweight stance on stocks because the outlook for global equities is encouraging as central banks continue to provide considerable amounts of monetary stimulus and the world’s economic prospects remain positive on the whole. Even though a number of stock indices have hit record levels in recent weeks, equities are not expensive compared to bonds.