Category Archive: 2.) Pictet Macro Analysis

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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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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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Pictet Perspectives – Central banks risk loss of credibility

2016-05-12

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A loss of confidence by markets in the effectiveness of monetary policies is the biggest risk investors face at present. Cesar Perez Ruis, Chief Investment officer at Pictet Wealth Management, discusses the issue and explains what we expect from central banks. http://perspectives.pictet.com/

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Pictet Perspectives – Central banks risk loss of credibility

2016-05-12

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A loss of confidence by markets in the effectiveness of monetary policies is the biggest risk investors face at present. Cesar Perez Ruis, Chief Investment officer at Pictet Wealth Management, discusses the issue and explains what we expect from central banks. http://perspectives.pictet.com/

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Pictet Perspectives – Brexit risks

2016-04-21

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Christophe Donay, Chief Strategist, explains how markets are pricing in the risk of Brexit, and what the economic impact would be.

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Pictet Perspectives – Brexit risks

2016-04-21

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Christophe Donay, Chief Strategist, explains how markets are pricing in the risk of Brexit, and what the economic impact would be.

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Pictet Perspectives – Playing the rebound in equity markets

2016-03-23

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Alexandre Tavazzi, Chief Equity Strategist at Pictet Wealth Management, explains what is driving the current market rebound, and the key choices faced by investors seeking to profit from it.

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Pictet Perspectives – Playing the rebound in equity markets

2016-03-23

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Alexandre Tavazzi, Chief Equity Strategist at Pictet Wealth Management, explains what is driving the current market rebound, and the key choices faced by investors seeking to profit from it.

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Pictet Suisse romande

2016-03-21

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Avec désormais plus de 2200 collaborateurs en Suisse, installés pour la plupart à Genève et dans le canton de Vaud, Pictet est profondément attaché à la Suisse romande…. Lire la suite: http://www.pictet.com/suisseromande Banque Pictet & Cie S.A. Route des Acacias 60 1211 Genève Tél. +41 58 323 51 51 Avenue de Montbenon 2 1003 Lausanne …

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Equities: Renewing the bull market?

2016-03-03

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Equity markets have picked up since early February. Christophe Donay, Chief Strategist at Pictet Wealth Management, discusses whether this is a new bull market or just a tactical rebound.

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Equities: A change of regime

2016-02-08

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Equities markets had an unusually turbulent start to the year. Christophe Donay, Chief Strategist at Pictet Wealth Management, explains what investors should expect next, on both tactical and strategic horizons.

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Euro area: Oil, inflation and the ECB’s likely response

2016-01-28

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The new fall in oil prices in recent weeks will add to deflationary pressures in the euro area. Frederik Ducrozet, Senior European Economist at Pictet Wealth Management, discusses the size of the impact and the likely policy response from the ECB.

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