Category Archive: 2.) Pictet Macro Analysis

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Pictet Perspectives – Deceptive calm

2017-09-19

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With the return of solid growth, Cesar Perez Ruiz, Chief Investment Officer at Pictet Wealth Management, discusses how anxiousness about turns in the monetary policy cycle is being expressed in forex rather than equity markets, where volatility remains low.

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Pictet Perspectives – Equity markets set for a pause

2017-07-06

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Economic cycles have resynchronised, but this looks to be only a temporary phenomenon. Christophe Donay, Head of Asset Allocation and Macro Research at Pictet Wealth Management, discusses the implications for equity markets.

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Pictet Perspectives – Equity markets set for a pause

2017-07-06

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Economic cycles have resynchronised, but this looks to be only a temporary phenomenon. Christophe Donay, Head of Asset Allocation and Macro Research at Pictet Wealth Management, discusses the implications for equity markets.

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Pictet Perspectives – Dealing with complacency

2017-06-13

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Cesar Perez Ruiz, Chief Investment Officer at Pictet Wealth Management, discusses the synchronised global recovery, political and geopolitical risks, and the need to protect portfolios against market complacency.

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Pictet Perspectives – Dealing with complacency

2017-06-13

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Cesar Perez Ruiz, Chief Investment Officer at Pictet Wealth Management, discusses the synchronised global recovery, political and geopolitical risks, and the need to protect portfolios against market complacency.

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Pictet – Multi-Generational Wealth, Nassau (Full version)

2017-05-31

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The fourth edition of the Latam Family Office Master Class took place in Nassau from the 3rd to the 5th of April 2017, with more than 65 guests attending. This year the focus was around family governance, geopolitics, technology and alternative investments. Among the speakers, we had the pleasure of welcoming former Governor of Florida, …

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

2017-05-31

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The fourth edition of the Latam Family Office Master Class took place in Nassau from the 3rd to the 5th of April 2017, with more than 65 guests attending. This year the focus was around family governance, geopolitics, technology and alternative investments. Among the speakers, we had the pleasure of welcoming former Governor of Florida, …

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Economist Sees Market Questions After June Fed Hike

2017-05-29

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May.29 — Frederik Ducrozet, senior economist at Banque Pictet & Cie, and Shaun Osborne, chief FX strategist at Scotiabank, talk about the reduction of the Fed’s balance sheet, and what the euro says about European Central Bank policy. They speak on “Bloomberg Markets.”

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Pictet Perspectives – Where Do We Go From Here?

2017-05-02

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Evidence that hard data is catching up on soft data continues to put wind in the sails of equity markets, which are also benefiting from strong earnings news. A revival of Trump’s tax plans could further help risk assets. But political and geopolitical risk has not entirely disappeared. Cesar Perez Ruiz, Pictet Wealth Management’s Chief Investment Officer, discusses the road ahead.

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Pictet Perspectives – Where Do We Go From Here?

2017-05-02

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Evidence that hard data is catching up on soft data continues to put wind in the sails of equity markets, which are also benefiting from strong earnings news. A revival of Trump’s tax plans could further help risk assets. But political and geopolitical risk has not entirely disappeared. Cesar Perez Ruiz, Pictet Wealth Management’s Chief …

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Pictet Perspectives – When headlines start to matter

2017-03-28

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Alexandre Tavazzi, Global Strategist at Pictet Wealth Management on factors that might hit market valuations.

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Pictet Perspectives – When headlines start to matter

2017-03-28

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Alexandre Tavazzi, Global Strategist at Pictet Wealth Management on factors that might hit market valuations.

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Pictet Perspectives : Outlook for 2017 – Investing in a reflationary environment

2017-01-25

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Cesar Perez Ruiz, Chief Investment Officer at Pictet, discusses how the return of inflation this year will impact different asset classes.

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Pictet Perspectives : Outlook for 2017 – Investing in a reflationary environment

2017-01-25

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Cesar Perez Ruiz, Chief Investment Officer at Pictet, discusses how the return of inflation this year will impact different asset classes.

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Pictet Perspectives – Into the Unknown

2016-11-11

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The switch from monetary to fiscal stimulus, and a rise in earnings growth for the first time in two years looked like being two of the big themes for 2017. To these must now be added a third one: the unpredictability of a president Trump. Cesar Perez Ruiz, Pictet’s Chief Investment Officer, discusses the road ahead.

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Pictet Perspectives – Into the Unknown

2016-11-11

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The switch from monetary to fiscal stimulus, and a rise in earnings growth for the first time in two years looked like being two of the big themes for 2017. To these must now be added a third one: the unpredictability of a president Trump. Cesar Perez Ruiz, Pictet’s Chief Investment Officer, discusses the road … Continue reading...

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Pictet – The Next Generation

2016-11-01

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The third Next Generation event took place in Geneva with 50 Next Gens in attendance from 22 different nationalities. The event was a great success, focusing both on the challenges and solutions the rising generation face in todays complex environment. Presentations offered both solid educational platforms and fostered lively workshops, providing a unique opportunity for …

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Pictet – In Conversation with Sally Osberg

2016-10-26

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Sally Osberg, who has lead the Skoll Foundation since its creation in year 2000, spoke to an audiance of 80 entrepreneurs and investors at The Pictet Entrepreneur Summit Seminar held in Geneva in September 2016. Sally said that to be successful, a social entrepreneur has to really understand the system that creates the problem – …

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Pictet – In conversation with Peter Diamandis

2016-08-11

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The world is living in exponential times, according to the Greek-American entrepreneur Peter Diamandis — an era when the pace of technological change is doubling every year or two. Speaking to an audience of 40 wealthy families at The Family Consilium which was convened in Gstaad by Pictet in June 2016, he said that the …

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Pictet Perspectives – Polarisation poses risks

2016-07-13

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Cesar Perez Ruiz, Chief Investment Officer at Pictet Wealth Management, explains the impact of the current polarisation in politics and markets on investment strategy.

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