Fireside Friday with… Pictet Asset Management’s Luca Paolini
The TRADE
AUGUST 2, 2024
On a trade-weighted basis, we expect a decline of some 2% per year through to 2029. Assets that are negatively correlated to the dollar should account for a larger share of portfolios. Every asset class carries a risk premium, which rises and falls as the business cycle progresses from one phase to another.
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