Category Archive: 2.) Pictet Macro Analysis
Why we believe in a selective approach to private assets
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
In private equity, we believe it is essential to diversify and to choose managers with a long-term and established track record. Explore.
Read More »
Read More »
Pictet – In conversation with Uli Sigg
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
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
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
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
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
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
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
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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Pictet – In conversation with Zak Dychtwald
0:07:
Harnessing multigenerational intelligence
1:20:
China's Young Generation
3:47 :
Bridging the generational gulf in China
https://www.pictet.com/ch/en/wealth-management
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Can family businesses ensure a smoother transition?
Find out how having an open discussion about succession planning could help ensure a long-lasting family legacy.
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Biases & sensation-seeking: the mental aspect of investing
00:12 : The psychology of investing
00:58 : Home truths
01:34 : Tools & techniques
https://www.pictet.com/ch/fr/wealth-management
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Pictet – Europe’s cities reimagined
Some European cities have developed a more sustainable solution to urbanisation through refurbishment and repurposing of old buildings.
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In the balance: Gillian Tett on geopolitics and globalisation
00:10 : Global threats to democracy
01:00 : In the balance
01:45 : Globalisation revisted
Article : https://www.pictet.com/ch/en/insights/gillian-tett-on-geopolitics-and-globalisation
©PWM2023
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Friend shoring and the semiconductor industry
00:10 : What is friend-shoring ?
00:46 : the semiconductor conundrum
01:10 : Wise investments ?
https://www.pictet.com/ch/fr/wealth-management
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Paused but not halted: Kevin HASSET predicts a hard landing & ongoing inflation
Is the US on track for a soft or hard landing? A harder landing next year is the most likely outcome, says Kevin Hassett, an economist who served as the 29th Chairman of the US President’s Council of Economic Advisors.
Excess savings, built up during the pandemic, are depleting and he expects geopolitical tensions in the Middle East and Ukraine to make people more risk averse, with businesses also holding back on capital spending next year in the...
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Foreign investment the key to Southeast Asia’s energy transition
Southeast Asia has a key role to play in the global energy transition,
provided it can attract the foreign investment needed to exploit
its abundance of renewable resources and manufacturing potential.
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Pictet – Technology’s ability to address the global healthcare challenge
Healthcare systems worldwide have experienced the influence of new technologies across inpatient and outpatient care.
Technologies including those tied to the Internet of Medical Things (IoMT) have the potential to positively impact patient outcomes.
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Pictet – In conversation with Antoine Roland-Billecart
Antoine Roland-Billecart represents the sixth generation of his family to lead Champagne Billecart-Salmon, one of the world’s most famous and storied champagne houses. In this interview, he discusses the importance of taking time and adopting a long-term view, something which being family-owned allows the business to do. He also explains how, over the past 200 years and more, he and his forebears have built a brand focused first and foremost on...
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