Category Archive: 2.) Pictet Macro Analysis

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Pictet – Key trends for 2025

2025-01-22

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The world is on the cusp of a new era. US economy is strong, supported by cyclical and structural factors and a Federal Reserve in easing mode. Solid growth is expected despite a slowdown. Europe and China face manufacturing and economic challenges, with Europe also dealing with political uncertainty. In a highly unpredictable landscape, portfolio construction remains crucial. Read more about our Outlook 2025.

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Pictet Report – Audemars Piguet

2024-08-27

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We sit down with the fourth-generation vice chairman of the board and the newly installed CEO of Audemars Piguet, one of Switzerland’s most iconic watch brands, and discuss what it’s like to lead a family company with a long history and high ambitions for the future. Olivier Audemars, who represents the fourth generation of the founding families, explains how he feels “more a notion of stewardship than ownership”, whilst chief executive Ilaria...

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Pictet Report – Masuda

2024-08-27

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Ryuichiro Masuda is the fifth-generation owner and president of Masuda Sake Company, one of Japan’s most storied and revered sake breweries. In this interview, he discusses how he balances tradition with innovation, and how he and his family are leading the rebuilding efforts after a powerful earthquake struck the region in early 2024. He also explains how the business, which was founded way back in 1893, has evolved over the decades and how it...

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Pictet – In conversation with Jeremy Gutsche

2024-08-27

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Jeremy Gutsche has built a career on looking for – and finding – the next big thing. He is the founder of TrendHunter.com, the world’s largest, most popular trend website, and the author of a number of books, including Create the Future: Tactics for Disruptive Thinking. Artificial intelligence has transformed how his company operates, as he explains in this interview. He also discusses the dramatic changes that AI is going to bring about as it...

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Pictet – In conversation with Jessie Inchauspé

2024-08-27

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The French biochemist and author Jessie Inchauspé has made a name for herself as the Glucose Goddess by pioneering techniques for managing blood sugar levels. In this conversation, she explains how a serious accident in her teens first led her to look into this area of physiology. She also outlines two of the diet “hacks” she most often recommends and discusses how, at a societal level, we’re faced with more of a “food landscape problem” than an...

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Pictet – In conversation with Nader Mousavizadeh

2024-08-27

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With a career spanning the UN and investment banking, Nader Mousavizadeh is an expert in geopolitics and how they impact global markets. Today he is the CEO and founding partner of Macro Advisory Partners, which advises investors, companies and governments on these topics and more. Here, he argues that we’re heading for a multi-decade period of “fragmentation” in geopolitics, and explains what this might mean for diplomacy and for businesses...

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Pictet – In conversation with Antoine Roland-Billecart

2024-08-27

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Billecart-Salmon is one of the world’s most historic and prestigious champagne houses. Here, sixth-generation co-owner and deputy general manager Antoine Roland-Billecart explains how being a family-owned and family-run business allows him and his relatives to take a longer-term perspective, and make more calm and considered decisions. As with creating champagne itself, a slower approach is sometimes best....

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Pictet – In conversation with Nick Thompson

2024-08-27

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Nick Thompson is the CEO of The Atlantic and was previously editor-in-chief of technology magazine Wired. Here, we speak with him about artificial intelligence and get his predictions on how this rapidly evolving technology might reshape our lives as individuals and society at large, exploring everything from politics to the media industry. He also tells us why, despite some concerns, he is broadly optimistic about AI and technology in general....

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Pictet – Gearing up for change

2024-08-16

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The last 12 months have been full of changes, driven by accelerating and emerging trends. Watch the video to learn more about the global themes taking centre stage and how they may impact investment journeys.

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Pictet – Entrepreneurship in a challenging world

2024-05-08

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Owning and growing a business can be an exciting and challenging time for entrepreneurs. Find out how to navigate today’s challenges here.

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Why we believe in a selective approach to private assets

2024-04-09

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In private equity, we believe it is essential to diversify and to choose managers with a long-term and established track record. Explore.

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Why we believe in a selective approach to private assets

2024-04-03

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In private equity, we believe it is essential to diversify and to choose managers with a long-term and established track record. Explore.

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Pictet – In conversation with Uli Sigg

2024-03-27

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Uli Sigg on building one of the world’s largest collections of contemporary Chinese art Uli Sigg first encountered the Chinese art scene back in the late 1970s, when he first visited the country. Over the next few years, that initial curiosity became a genuine passion, a passion which drove Uli to start collecting contemporary Chinese art throughout the 80s and 90s, as he served as Switzerland's ambassador to China, Mongolia and North Korea....

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Pictet – How AI could boost productivity and open new avenues for growth

2024-02-29

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Exploring the two main sectors that stand to benefit from AI's coming of age in 2024. Healthcare and Technology

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Pictet – How fixed income might evolve in 2024

2024-02-21

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Why we see merit in being ready to move from cash to fixed-income bonds to capture the returns we expect them to offer this year.

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Pictet Report – The founder of Uizard on how AI is transforming software design

2024-02-07

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Early on in his career, Tony Beltramelli spotted the potential of machine learning to disrupt and revolutionise software and app design. Since 2017, he has built his Copenhagen-based start-up, Uizard, into one of the world’s leading AI-powered design tools. Here we sit down with the founder to hear what gave him the initial impetus to launch the venture and to listen as he shares his predictions for the future of the design industry....

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Pictet – China expert Zak Dychtwald on the country’s generational divides

2024-02-07

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Zak Dychtwald is the author of Young China: How the Restless Generation Will Change Their Country and the World and is the founder of the think tank Young China Group, which uses a people-first approach to understand China’s identity and its evolving impact on the world. Here, Zak explains why many in the West continually misunderstand Gen-Zers and millennials in China. He also describes the “cultural gravity” that these young people exert on the...

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Pictet Report – Kyungsun Chung on generating tangible impact with The Sylvan Group

2024-02-07

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Kyungsun Chung is one of the grandsons of Chung Ju-yung, who started out with a car-repair shop in Seoul in the 1940s and built it into the Hyundai Group, South Korea’s second-largest conglomerate behind Samsung. With that family tree beneath him, the traditional and obvious career path for Kyungsun would have been to join the family business and remain within its folds. However, instead, he has dedicated his professional life to impact investing...

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Pictet Report – How the GoTo Impact Foundation is tackling Indonesia’s toughest challenges

2024-02-07

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Between 2015 and 2021, Monica Oudang served as the Chief HR Officer for Gojek, a ride-hailing start-up that in 2019 became Indonesia’s first “decacorn” – a private company with a valuation of over $10 billion. During that time, she saw firsthand how company culture, mindset and collaborative problem-solving can together produce transformational change. Today she is the chairperson of The GoTo Impact Foundation, an impact organisation attached to...

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Pictet Report – Futurist Tamira Snell on the importance of embracing uncertainty

2024-01-15

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When you spend much of your time thinking about the future, you get used to not necessarily knowing the answer. Tamira Snell is a Senior Advisor and Futurist at Copenhagen Institute for Futures Studies and, for her, this is not only a comfortable but actually a healthy mindset to have – and it’s one she encounters all too rarely when speaking with entrepreneurs and executives. Here she describes how she thinks about the future and demonstrates how...

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