Asset allocations

Pictet sees ‘tactical opportunity’ in stocks, Gilts

Pictet Asset Management has shifted its investment strategy, upgrading its allocations to global equities, UK government bonds, and information technology stocks. 

This move stems from the firm's latest Barometer report and reflects confidence in the market despite the backdrop of falling interest rates. This change is driven by a notable slowdown in inflation and consistent economic growth observed at the start of 2024. 

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