Inflation protection a major priority for Pictet’s multi-asset boss
From The Asset Allocator Podcast by Asset Allocator
April 23, 2026 · 20 min
About this episode
Shaniel Ramjee discusses Pictet's investment strategy to combat inflation, focusing on fixed income and equity markets.
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 deeper into the picks and shovels angle of backing infrastructure behind AI and defence. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter . Hosted on Acast. See acast.com/privacy for more information.
People in this episode
Guest: Shaniel Ramjee
Topics covered
- inflation protection
- fixed income portfolios
- European nominal bonds
- investment strategy
- corporate earnings
- infrastructure investment
- AI and defence
Keywords
- inflation
- fixed income
- European bonds
- investment strategy
- corporate earnings
- AI
- defence
Mentioned in this episode
Organizations: Pictet Asset Management, Asset Allocator
Places: US, Iran
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