Category Archive: 2.) Pictet Macro Analysis

The Power of Brands

Successful brands can generate consistent and superior shareholder returns, explains Mayssa Al Midani, Financial Analyst at Pictet Wealth Management.

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Multi-Generational Wealth, Singapore

This edition of Pictet’s Family Office Master Class took place in Singapore and gave new insights into family office experiences, challenges and solutions on how to further institutionalise and professionalise their setups.

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China faces a delicate rebalancing

China is going through a transition phase, and the Chinese authorities face a tricky challenge to avoid a crash, explains Christophe Donay, Chief Strategist at Pictet Wealth Management.

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Should investors focus on developed or emerging markets?

Emerging market equities will suffer from a strong dollar and lower commodities prices in comparison with developed market equities, explains Alexandre Tavazzi, Chief Equity Strategist at Pictet Wealth Management.

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The Entrepreneurs, Munich

In this edition of The Entrepreneur Series, in partnership with Monocle, we meet with Munich based entrepreneurs to establish how old school tradition of craft and local heritage meet unparalleled industrial design and tech field innovation to create the basis for unique entrepreneurial successes.

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Equity markets: bubble or not?

As P/E ratios reach new highs, Christophe Donay, Chief Strategist at Pictet Wealth Management, explains why he believes central banks are sustaining the prices.

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Emerging debt is back in Fashion

In this video, Christophe Donay, Head of Strategy for Pictet Wealth Management, explains why emerging debt could benefit from a temporary coincidental re-synchronisation of economic growth.

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In conversation with Firoz Rasul, president of the Aga Khan University

Firoz Rasul, President of the Aga Khan University presents in this interview the work of the centre of knowledge founded by the Aga Khan. This purpose of this unique university is to help the underpriveleged in developing countries improve their lives. This interview was captured during the Pictet Family Consilium, a unique setup bringing together …

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Graphic animation: our concerns on Latam health

Brazil is driving concerns about the solidity of Latam economic health. This short graphic animation highlights the difference of growth between Brazil and China to illustrate the regional issues in Latin America.

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In conversation with François-Paul Journe

Probably the most acclaimed watchmaker of the last decade, François-Paul Journe built in just 15 years a landmark brand in the watch industry. This short video, announcing a larger interview in the December edition of Pictet Report, summarises his tips for entrepreneurs.

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The ABC of stock selection

In this video Alexandre Tavazzi, Head of Equity Research, explains the 3 key fundamentals driving efficient and rational stock selection.

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In conversation with Jacques Noels, Founder, Crocus Technology

In this video interview, Jacques Noels explains the required skills and knowledge necessary to manage successfully a tech startup – in this case, a hardware company active in the field of secured memory chips.

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Opportunites in the luxury sector

The luxury sector looks promising as the Emerging Markets represent now 40% of the global luxury items consumption. In this video Caroline Reyl, Senior Investment Manager, explains how the Chinese consumers will drive growth and profitability for luxury brands.

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The relevance of hedge funds

Some people wonder if the hedge fund industry is less performant because it has reached full capacity. Nicolas Campiche gives his views and explains what we should expect for the future and why hedge funds have a role to play in portfolios.

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Spanish bailout: history repeating

In this video Alexandre Tavazzi explains why the markets continued on a downward path after the Spanish bailout plan was announced.

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Debt crisis: selecting assets

We are getting very close to a potentially defining moment in the European crisis. The catalyst of course will be whether or not Greece stays in the common currency, a decision that might be triggered by the Europeans or the Greeks themselves. Unfortunately for investors, that outcome is extremely difficult to predict. It is a … Continue...

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The reason why European banks underperform U.S. banks

The valuation of European banks and U.S. banks have varied greatly over the last 3 years. Recently, European banks have greatly underperformed their U.S. counterparts. Alexandre Tavazzi, head of advisory at Pictet, explains in this video how the central bank responses to the financial crisis have impacted the recent trading activity.

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The Great Divergence: public debt and global growth

The economic environment from developed countries changed radically in 2008, shifting from the Great Moderation with stable public debt and growing economies to the Great Divergence where public debt and economic growth pull in different directions. Christophe Donay, Chief Strategist at Pictet Wealth Management, explains the reasons behind this shift and the impact for investors …

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