Category Archive: 2.) Pictet Macro Analysis

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Pictet Perspectives – The Call of Asia

2017-12-01

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After a period of disappointment, Asian markets have outperformed for the past two years. And with paradigm shifts in businesses and economies, they still hold plenty of opportunities. So argues David Gaud, Chief Investment Officer for Asia at Pictet Wealth Management. https://www.group.pictet/wealth-management http://perspectives.pictet.com

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Economist Ducrozet Says ECB Could Still Surprise Markets

2017-10-23

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Oct.23 — Frederik Ducrozet, Pictet Wealth Management senior economist, discusses his predictions for ECB policy with Bloomberg’s Mark Barton on “Bloomberg Markets: European Close.”

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Pictet – The Entrepreneurs, Geneva (Abridged version)

2017-10-11

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The 4th edition of the Pictet Entrepreneurs held in Geneva in September 2017 brought together an exclusive group of 60 entrepreneurs and investors with a passion for innovation. On day one the focus was on the future of cities, food, agriculture, health and living in a secure world. On day two, the discussions centered around success, personal wealth and responsibility. http://perspectives.pictet.com/

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Pictet – The Entrepreneurs, Geneva (Abridged version)

2017-10-11

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The 4th edition of the Pictet Entrepreneurs held in Geneva in September 2017 brought together an exclusive group of 60 entrepreneurs and investors with a passion for innovation. On day one the focus was on the future of cities, food, agriculture, health and living in a secure world. On day two, the discussions centered around …

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Pictet – The Entrepreneurs, Geneva (Full version)

2017-10-11

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The 4th Pictet Entrepreneurs Summit held in Geneva in September 2017 brought together an exclusive group of 60 entrepreneurs and investors with a passion for innovation. On day one the focus was on the future of cities, food, agriculture, health and living in a secure world, while on day two the discussions centred on the …

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Pictet Perspectives – Nine years on, the bull has some room to run

2017-10-06

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The economic expansion of the global economic cycle is not over yet and it is temporarily in-sync. We don’t anticipate a recession. While the real growth recently reached a peak, it should moderately decelerate or stabilize in the US, Eurozone, UK, China and Japan. Inflation is likely to moderately pick up. We should remain in a low interest rate environment and the interest rate curve should flatten. High single digit earnings growth should...

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Pictet Perspectives – Nine years on, the bull has some room to run

2017-10-06

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The economic expansion of the global economic cycle is not over yet and it is temporarily in-sync. We don’t anticipate a recession. While the real growth recently reached a peak, it should moderately decelerate or stabilize in the US, Eurozone, UK, China and Japan. Inflation is likely to moderately pick up. We should remain in …

Read More »

Wealth, the mobile application from Pictet Wealth Management

2017-09-21

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Pictet’s clients can remain in constant contact with the Bank by using its state-of-the-art digital services. With Pictet’s mobile application “Wealth”, you can interact digitally with Pictet and have your portfolio at your fingertips. Pictet Wealth is currently available to all clients who hold an account at one of our offices.

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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 – 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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