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PAM Monthly Global Outlook - May 2011

05 May 2011

Time to reduce equity risk

Risk assets make further progress despite the gathering clouds for investment markets – Pictet Asset Management move to a "risk-off" positioning within portfolios.

 

 

Markets shrug off growing challenges to risk appetite

 

To describe the economic and political back-cloth for markets during April as challenging is perhaps something of an understatement. Intensifying unrest in the Middle-East, a move to tighten monetary policy by the ECB – so exacerbating debt-default tensions within the eurozone, the US being put on watch for a credit downgrade by S&P, rising commodity prices and a sharp drop in the US dollar have dominated headlines. (...) 

 

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