Perspectives Pictet

Perspectives Pictet

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Articles by Perspectives Pictet

House View, December 2018

MSCI China and Emerging Markets Performance, 2018

We remain neutral on global equities overall, seeing relatively limited potential for developed market stocks in particular as earnings growth declines. We favour companies with pricing power as well as measurable growth drivers and low leverage.

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What will the rest of the year bring?

Risk assets have disappointed this year and global equities were trendless, but as long as fundamentals can re-assert themselves, there could still be some life in risk markets.Global equities were trendless and the overall performance of risk assets lacklustre in the first half of 2018.

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House View, July 2018

US, Japan and Europe Forward Price to Earnings

On a tactical, rolling three-to-six-month basis, we are tilting away from a bullish to a neutral stance on developed-market equities as trade and political frictions are rising. That said, we remain more upbeat on their prospects after the summer.

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House View, May 2018

Crude Oil Supply: Major Producers, 2010 - 2018

Pictet Wealth Management’s latest positioning across asset classes and investment themes. In spite of a certain loss of momentum in positive surprises, a strong Q1 earnings season continues to justify our bullish stance on equities in most regions. We reiterate our negative view on core government bonds and remain short duration. Volatility is still higher than last year, and has increased noticeably in the bond market once again.

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House View, April 2018

House View Equities, April 2018

Pictet Wealth Management’s latest positioning across asset classes and investment themes. While macroeconomic and corporate fundamentals still favour risk assets, challenges have been steadily increasing and a lot of good news is already priced into valuations. We sold part of our equity overweight during the early March rally.

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The future of cities

Working People

The digital revolution has launched a wave of innovation in the world’s cities, says MIT’s Carlo Ratti, providing opportunities to improve urban mobility and create better workspaces for the changing nature of work. These are exciting times for cities, according to Carlo Ratti, Director of MIT’s Senseable City Lab and co-founder of Carlo Ratti Associati architecture studio.

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