This is the first time since the 1980s that the yield of a global 50/50 portfolio is below expected inflation. Consequently, global investors need to diversify into asset classes, markets and themes in ways they have never done before. Higher yields, lower inflation, superior growth and cheap currencies are a compelling argument for emerging Asia assets. With Arun Sai, Senior Multi Asset Strategist at Pictet Asset Management.
Merci pour votre vote !
Vous pouvez ajouter un commentaire (optionnel).
Dites-nous en plus (optionnel) :