Pictet’s Doc Horn outlines how disciplined portfolio positioning, selective alpha opportunities and diversified hedge fund allocations can help investors navigate an increasingly uncertain market environment.
Over the next 12 months, Doc Horn, Head of the Total Return Equities Fund at Pictet Asset Management, believes the fund’s success will largely depend on how effectively it allocates capital between offensive and defensive opportunities across its 15–20 internal teams. “The macro shocks that...
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