Category Archive: 2.) Pictet Macro Analysis

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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Pictet – In conversation with Alexander Stubb

Alexander Stubb is the former Prime Minister of Finland and the current director of the School of Transnational Governance at the European University Institute in Florence. Here, he explains why the world is at a critical juncture when it comes to international relations and describes how foreign policy needs to adapt to meet the new challenges. With his deep knowledge and experience of European politics, he also talks through how Russia’s invasion...

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Pictet Report – In conversation with Laurent Ramsey

As a Managing Partner of the Pictet Group, who joined the bank in 1993, Laurent Ramsey has seen a number of shifts and developments when it comes to ESG. Here, he explains how we’ve moved from an “exclusion” mindset to one built primarily around engagement, and talks through how crucial it is to enter into meaningful dialogue with companies that are not yet doing enough. He also emphasises the need to tackle all three elements of ESG...

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Pictet Report – In Conversation with Nicolas Rochat

Nicolas Rochat, the CEO and owner of the Swiss plastic-free sports brand Mover, describes what motivated him to transform the skiwear label into a pioneer in sustainability. Pointing to the widespread prevalence of greenwashing, he also explains how he would like to see Mover become a catalyst for change across the wider fashion and textiles industry. https://www.pictet.com/ch/en/wealth-management

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Pictet Report – In Conversation with Mauricio Graber

Over 1 billion consumers around the world use Chr. Hansen products every single day. Here, Mauricio Graber, the Danish bioscience company's CEO, talks us through how the business has integrated sustainability into its processes and strategies. He also explains how the company's microbial and fermentation technology platforms are helping to create a more sustainable food system, whilst drawing fewer natural resources from the planet. 00:15 : Chr....

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