Asset class views

August 2022

How to read this table?

Click the ‘+’ sign to see the full list of assets.

  Green = attractive
  Yellow = neutral
  Red = Unattractive
↓ / ↑  = a change in view from the previous month

Cash – Liquidity Products

Fixed Income

Sovereign
Sovereign Inflation Linked
Investment Grade Corporate
High Yield Corporate Bond
Emerging Market Debt Local
Emerging Market Debt Hard

Equity

US
EU
Swiss
UK
China
Emerging Markets
Emerging Markets Asia
Emerging Markets Latin America
Emerging Markets Europe

Alternatives

Global Macro
Equity Long/short
Equity Market/Neutral
Credit Strategies
Credit Long/Short
Managed Futures/CTA
Event Driven
Volatility

Commodities

Broad Commodities
Gold
Oil

Currencies

USD
CHF
EUR
GBP
JPY ↑↑

Source: Geneva Management Group; assessments are made using data and information up to July 2022. For illustrative purposes only. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.

Our Asset Management team

Belal Khan

Belal Khan

Belal joined GMG as Chief Investment Officer in 2021. Prior to this, he spent 15 years at HSBC Private Bank Switzerland, where he held […]

Belal joined GMG as Chief Investment Officer in 2021. Prior to this, he spent 15 years at HSBC Private Bank Switzerland, where he held several positions including CIO (2016–2021), responsible for helping formulate the global macroeconomic outlook, tactical asset allocation positioning, investment strategies and investment themes across asset classes. Belal's expertise and extensive work experience in foreign exchange sales and commodities have taken him to many leading banks, such as Merrill (formerly Merrill Lynch Investment Bank), Royal Bank of Canada, and Bank of Tokyo, among others.

Prior to joining the group, François worked as a private banker for Coutts and Co Suisse, covering the UK market and then for Union Bancaire Privée. He holds...

François Botta

Prior to joining the group, François worked as a private banker for Coutts and Co Suisse, covering the UK market and then for Union Bancaire Privée. He holds…

Prior to joining the group, François worked as a private banker for Coutts and Co Suisse, covering the UK market and then for Union Bancaire Privée. He holds a CFA and a Master in Business Administration from the Ecole des Dirigeants et Créateurs d’Entreprises in Paris. He speaks French and English.

Marc-currat

Marc Currat

Prior to joining GMG, Marc spent 10 years as portfolio manager for global emerging market equities at Deutsche Bank’s DWS. He gained extensive experience across regional teams in Europe and Asia where he held several roles, including a lead responsibility for institutional mandates, the co-management of flagship funds and ESG integration. Marc was also responsible for quantamental strategies and Southeast Asia research with a focus on thematics. His work contributed to broadening the scope of institutional coverage within the Asia-Pacific region.

Previously, he served as an equities and quant analyst at Surperformance SAS. Prior to that he was auditor advisor at Currat & Associes SA. Marc holds a BSc in Management from CIBU – California International Business University and MBA in Finance from International School of Management & St. John’s University.

Prior to joining GMG, Marc spent 10 years as a portfolio manager for global emerging market equities at Deutsche Bank's DWS. He held several roles in Europe and Asia, including lead responsibility for institutional mandates, the co-management of flagship funds, and the development of quantamental strategies. Marc contributed to broadening the scope of institutional coverage and was also responsible for research with a specialized focus on Southeast Asia and thematics. Previously, he served as an equities and quant analyst at Surperformance SAS. Prior to that, he was an auditor advisor at Currat& Associes SA. Marc holds a BSc in Management from CIBU – California International Business University and an MBA in Finance from International School of Management & St. John’s University.

Carolin Zeller

Caroline Zeller, Dr.

Caroline has 30 years of experience in institutional asset management. She spent 14 years at IAM, an institutional asset management company, as a Member […]

Caroline has 30 years of experience in institutional asset management. She spent 14 years at IAM, an institutional asset management company, as a Member of the Management Committee. Caroline worked as a Senior Manager at the UBS bond desk for 10 years. She also spent 6 years as a doctoral student and assistant in finance to Professor Dumont at the University of Geneva. Caroline specialises in risk management and compliance for Swiss equity portfolios, balanced mandates and passive management. Caroline holds a PhD in economics from HEC Geneva and a law degree from the University of Geneva.

Annalisa-carolsi

Annalisa Carosi

Annalisa is an Investment Analyst as part of the investment team at Geneva Management Group. Previously, she worked as a Senior Financial Analyst at […]

Annalisa is an Investment Analyst as part of the investment team at Geneva Management Group. Previously, she worked as a Senior Financial Analyst at Johnson & Johnson, where she completed different rotations in corporate finance, internal audit and financial planning in Switzerland, UAE and Czech Republic, and successfully led automation, digitalization and mentoring projects. She holds a Master of Science in Finance and Banking from the University of Rome Tor Vergata, a Master of Science in Quantitative Finance from Goteborgs University in Sweden, a Bachelor of Science in Business Administration from the University of Rome Tor Vergata, and an Advanced Risk Portfolio Management Certificate from New York University. She is fluent in Italian, French, and English.

Marc-Christian has more than 30 years of experience in asset management. He spent 10 years as Investment...

Marc-Christian Bollet

Marc-Christian has more than 30 years of experience in asset management. He spent 10 years as Investment…

Marc-Christian has more than 30 years of experience in institutional asset management. He spent 10 years as Investment Manager at the asset management firm IAM. Previously, he specialized in strategic asset allocation for balanced mandates and managed pension fund mandates at Lombard Odier from 1992 to 2009. He also managed European and Swiss equity mandates there. Marc is a Chartered Financial Analyst and Portfolio Manager (CIIA) as well as a Chartered Market Technician (CMT).