Calls
6
#533
Alpha Score 70.9
Raymond Sagayam
Managing Partner, Pictet Group; Co-CEO, Pictet Asset Management
Win Rate
66.7%
return
+15.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 06
$85.44
+4.6%
European equities remain extremely cheap, trading at a 30% discount to the US. The fiscal taboo has been broken and government spending should lift trend growth from 1.1% to 1.5%, which could drive a significant rerating.
Equity Indexes
Long
Jan 06
$25.98
-2.8%
Emerging-market debt offers capital upside because inflation is under control, average local interest rates around 5.5% have room to fall by another 1.5%, and EM central banks are cutting for sound fundamental reasons. Widening growth differentials versus developed markets add support.
Bonds & Rates
Long
Jan 06
$57.28
+16.8%
The emerging-market equity thesis is stronger than ever: valuations are cheap even after the rally, growth differentials versus developed markets are widening, and many EM economies are beneficiaries of the AI value chain. The shift away from US assets should continue to support EM outperformance.
Equity Indexes
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Raymond Sagayam has 6 trade ideas tracked on Buzzberg across 6 tickers since January 2026. Ranked #533 on the Buzzberg Alpha leaderboard. Most covered: FXI, DXY, EWJ.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
