If the previous cycle was defined by infrastructure projects, this second version of cyclical recovery focuses more on computer chips that are powering the world around us
Geraldine Sundstrom, manager of the PIMCO GIS Dynamic Multi-Asset Fund on the shock of managing risk and returns in a pandemic, and how she successfully navigated the tumultuous waters of 2020 and 2021
The market is following a different recovery path in 2021, despite being in the early-to-mid part of its cycle. Should you be investing differently too?
'Enrich client proposition'
PARTNER INSIGHT: Shaniel Ramjee, Senior Investment Manager Multi Asset at Pictet Asset Management, gives his market outlook.
PARTNER INSIGHT: Andrew Cole, Head of Multi Asset London at Pictet Asset Management, discusses the value case of sectors and themes.
Partner Insight: However you look at it, digital disruption is here to stay. Many US companies like Google, Apple, Amazon and Tesla are leading the way in technological innovation.
Partner Insight: Cyber-crime is on the rise, with estimated annual losses for companies now topping $400bn (£291bn), according to the Centre for Strategic and International Studies.