Category Archive: 2.) Pictet Macro Analysis

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Should investors focus on developed or emerging markets?

2015-08-10

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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

2015-06-26

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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?

2015-06-12

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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

2015-05-08

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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

2014-11-27

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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

2014-10-27

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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

2013-06-27

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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

2013-03-04

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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

2013-01-19

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2013-01-19

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

2012-12-06

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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

2012-07-06

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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

2012-06-25

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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

2012-06-13

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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

2012-05-31

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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

2012-04-12

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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

2011-12-14

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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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