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Luca Paolini
Chief Strategist at Pictet Asset Management. He discusses the firm’s 2025 Secular Outlook and the shift in global markets, arguing that the era of U.S. exceptionalism is fading.
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Jul 8, 2025
• 58min
The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next
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Luca Paolini, Chief Strategist at Pictet Asset Management, shares insights on the fading era of U.S. exceptionalism and the upcoming Great Convergence in global markets. He discusses the shifting landscape of investments, advocating for bonds and other income-generating assets, while exploring the implications of rising debt and protectionism. Paolini also delves into how AI impacts productivity and market valuations, along with the roles of gold and cryptocurrencies in future portfolios. A thought-provoking conversation for investors navigating change.
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