Here is Pictet's Investment Outlook. Pictet manages the international funds for Forward Funds. I am adding Forward International Equities to many client portfolios. As I said in the last posting, this fund has experienced management and a small asset base. A combination I love because it enables an experienced portfolio manager to quickly maneuver his way through any market. It has allowed Pictets' managers to outperform Artisan International and deliver a performance comparable to Thornburg International Value (Morningstar has previously named the managers of these two funds as International Managers of the Year).
Enjoy the summary!
http://www.forwardfunds.com/pdf/pictet/200703-PGERX-commentary.pdf
The Financial Pragmatist
Libby Mihalka
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