Inflation protection a major priority for Pictet’s multi-asset boss

Asset Allocator · Apr 23, 2026 · 20m

Focused fixed income portfolios and European nominal bonds are important building blocks of Pictet’s investment strategy to beat inflation, says Shaniel Ramjee, co-head of multi-asset investments at Pictet Asset Management, who dives into the parts of the fixed income and equity markets he regards as attractive right now with Aamina Zafar, funds reporter, and David Thorpe, contributing editor at Asset Allocator.

Ramjee also discusses corporate earrings in the US, as well as the market’s rapidly changing view on inflation as tensions between the US and Iran continue to unfold. He also delves…