Category Archive: 2.) Pictet Macro Analysis

Pictet Perspectives — Outlook 2021: The year of the phoenix

César Pérez Ruiz, Head of Investment & CIO, on key investment themes for the coming year—Who pays the bill?, Losers’ revenge, and More of the same.

Read More »

Pictet — Multi-Generational Wealth : Azimut-Benetti

With 2,000 global employees and turnover of nearly 1 billion Euros, the Azimut-Benetti Group is the world's largest manufacturer of motor yachts. Giovanna Vitelli is the daughter of company founder Paolo Vitelli, as well as the group's vice president, responsible for many of its core operations. In this film, she talks us through how she benefited from starting her career outside of the family business, but also explains how family ownership has...

Read More »

Pictet – Multi-Generational Wealth: Yamagata Dantsu

Yamagata Dantsu is one of the world's oldest and finest makers of custom handmade carpets. Since its birth in 1935, its workshop in Yamanobe, in Yamagata Prefecture, has created carpets for some of Japan's architectural jewels, including the Imperial Palace and Tokyo's Kabukiza Theatre. In recent years, the company, owned by the Watanabe family, has extended its international reputation through collaborations with some of the world's top designers,...

Read More »

Pictet — Family business: Carl Hansen & Søn

Carl Hansen & Søn, one of the world’s most storied furniture manufacturers, is today run by Knud Erik Hansen, the grandson of the company’s eponymous founder. During his time at the helm, the family business, which is headquartered in southern Denmark, has grown from relative obscurity into a globally renowned brand and now employs over 400 people. With its design credentials cemented and the next generation of the family preparing to take the...

Read More »

Pictet Perspectives — Driving without GPS

With the global economy picking up and markets rallying hard since late March, where do the best investment opportunities lie? PWM’s head of investment presents the case for US growth stocks and European cyclicals, particularly those linked to the ‘green’ transition. And there are ways for playing the volatility that inevitably lies ahead.

Read More »

Pictet & Mater — Furnishing a sustainable future (Abridged version)

Long before environmentalism became a popular concern, Henrik Marstrand created Mater in 2006, a Danish furniture company that prides itself on timeless design with sustainability at its core. Designing and producing all their own pieces, Marstrand’s new line of outdoor chairs and tables was based on original designs from Nanna and Jørgen Ditzel and is made from recycled fishing nets and ropes. This initiative is helping to offset the five million...

Read More »

Pictet Perspectives Trailer



Read More »

Pictet Perspectives Trailer



Read More »

Pictet — Perspectives: Near-Term Investment Themes and Challenges

Markets are pricing in fully several optimistic scenarios, yet there are attractive plays in investment grade credit and equities. Meanwhile, over the summer, we await a clearer picture on how realistic this optimism proves to be over the longer term. https://perspectives.group.pictet

Read More »

Pictet — Perspectives: Near-Term Investment Themes and Challenges

Markets are pricing in fully several optimistic scenarios, yet there are attractive plays in investment grade credit and equities. Meanwhile, over the summer, we await a clearer picture on how realistic this optimism proves to be over the longer term. https://perspectives.group.pictet

Read More »

Pictet – Multi-Generational Wealth, Gaja (Abridged version)

Five generations after Giovanni Gaja founded his eponymous winery in the Piedmontese town of Barbaresco, the family continues to produce some of Italy’s best vintages. Giovanni’s great grandson, Angelo, revolutionised Italian winemaking by experimenting with foreign grape varieties and employing new oak and a longer ageing process. Angelo’s efforts paid off and, with the help of his children, his uncompromising commitment to quality has helped to...

Read More »

Pictet — Multi-Generational Wealth, Gaja (Full version)

Five generations after Giovanni Gaja founded his eponymous winery in the Piedmontese town of Barbaresco, the family continues to produce some of Italy’s best vintages. Giovanni’s great grandson, Angelo, revolutionised Italian winemaking by experimenting with foreign grape varieties and employing new oak and a longer ageing process. Angelo’s efforts paid off and, with the help of his children, his uncompromising commitment to quality has helped to...

Read More »

Pictet – Multi-Generational Wealth, Gaja (Abridged version)

Five generations after Giovanni Gaja founded his eponymous winery in the Piedmontese town of Barbaresco, the family continues to produce some of Italy’s best vintages. Giovanni’s great grandson, Angelo, revolutionised Italian winemaking by experimenting with foreign grape varieties and employing new oak and a longer ageing process. Angelo’s efforts paid off and, with the help …

Read More »

Pictet — Multi-Generational Wealth, Gaja (Full version)

Five generations after Giovanni Gaja founded his eponymous winery in the Piedmontese town of Barbaresco, the family continues to produce some of Italy’s best vintages. Giovanni’s great grandson, Angelo, revolutionised Italian winemaking by experimenting with foreign grape varieties and employing new oak and a longer ageing process. Angelo’s efforts paid off and, with the help …

Read More »

Deflation risks might be on the rise, strategist says

Frederik Ducrozet, strategist at Pictet Wealth Management, outlines what he expects from the ECB on Thursday.

Read More »

Pictet & Mater — Furnishing a sustainable future

Long before environmentalism became a popular concern, Henrik Marstrand created Mater in 2006, a Danish furniture company that prides itself on timeless design with sustainability at its core. Designing and producing all their own pieces, Marstrand’s new line of outdoor chairs and tables was based on original designs from Nanna and Jørgen Ditzel and is made from recycled fishing nets and ropes. This initiative is helping to offset the five million...

Read More »

Pictet & Mater — Furnishing a sustainable future

Long before environmentalism became a popular concern, Henrik Marstrand created Mater in 2006, a Danish furniture company that prides itself on timeless design with sustainability at its core. Designing and producing all their own pieces, Marstrand’s new line of outdoor chairs and tables was based on original designs from Nanna and Jørgen Ditzel and is …

Read More »

Pictet Perspectives — From the last 10 years to the coming one

The end of 2019 marks an opportunity to review not only a year, but a decade in the economy and markets. Central banks certainly dominated the last decade, but corporations also delivered – driving earnings growth that propelled both stock price returns and dividends. 2019 was an exceptional year in markets but earnings growth was flat. We go into 2020 with some reason for continued caution but also grounds for optimism, given several patches of...

Read More »

Pictet Perspectives — From the last 10 years to the coming one

The end of 2019 marks an opportunity to review not only a year, but a decade in the economy and markets. Central banks certainly dominated the last decade, but corporations also delivered – driving earnings growth that propelled both stock price returns and dividends. 2019 was an exceptional year in markets but earnings growth was …

Read More »

Pictet — Investment Summit

The Pictet Investment Summit is designed as a forum where a range of internal and external experts present their visions of the investment landscape. David Rubinstein, co-founder of the Carlyle Group, was one of the guests of the 2019 edition. In this video, he assesses trends in private equity, including the growing influence of family offices and emerging markets, and reflects on the long relationship between the Carlyle Group and Pictet. This...

Read More »