Category Archive: 2.) Pictet Macro Analysis

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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Pictet on the sudden EUR/CHF Appreciation

While we blamed FX traders, that were waiting months for some good European news to push down the CHF, Pictet finds some more explanations.

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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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