The Top Down: Pictet AM's Ramjee On Debt, Liquidity And 'fragile' Markets
In this month's edition of The Top Down, Mike Sheen and talks to Pictet Asset Management's Shaniel Ramjee.
Following June's dramatic events surrounding the gating of the Woodford Equity Income fund, as well as another liquidity-related fund crisis from Natixis affiliate H2O, this month's Bottom Up section discusses broader concerns of liquidity and debt.
Ramjee explains the parallels he sees with the period before the Global Financial Crisis and how Pictet is positioning the Multi Asset Portfolio.
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