Category Archive: 2.) Pictet Macro Analysis

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Outlook for 2016: Growth but no momentum

2015-12-21

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Christophe Donay, Chief Strategist at Pictet Wealth Management, discusses our macro scenario for 2016 and the implications for financial markets. The absence of momentum and elevated volatility mean a key role for an active tactical asset allocation and stock-picking.

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ECB: Further easing could follow

2015-12-08

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The ECB’s latest easing package fell short of market expectations. However, Frederik Ducrozet, Senior European Economist at Pictet Wealth Management, explains that the ECB may well act again during 2016.

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The Entrepreneurs, Barcelona

2015-12-03

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In this edition of “The Entrepreneurs”, we meet with Barcelona based entrepreneurs who speak about the unique edge of the city and their succesful ventures in the sectors of hospitality, leisure and design.

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The Millennials: Decoding the New Generation

2015-11-24

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Millennials are increasingly driving spending growth in the US. Marianne Johnson, Financial Analyst at Pictet Wealth Management, explains the particular characteristics of this key demographic, and the implications of the generational handover for companies and investors.

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Central banks are running out of steam

2015-10-29

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Central banks are becoming increasingly interdependent, which adds to uncertainty for markets. Christophe Donay, Chief Strategist at Pictet Wealth Management, explains the implications for investors.

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The Entrepreneurs, Geneva

2015-10-05

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This edition of The Entrepreneurs highlights some of the discussions that took place during the “Pictet Entrepreneurs Summit” held in Geneva in September 2015. This annual invitation-only conference is a platform of exchange for successful entrepreneurs at the crossroads of serial entrepreneurship, personal wealth, and social responsibility.

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The Power of Brands

2015-09-24

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Successful brands can generate consistent and superior shareholder returns, explains Mayssa Al Midani, Financial Analyst at Pictet Wealth Management.

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Multi-Generational Wealth, Singapore

2015-09-08

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This edition of Pictet’s Family Office Master Class took place in Singapore and gave new insights into family office experiences, challenges and solutions on how to further institutionalise and professionalise their setups.

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China faces a delicate rebalancing

2015-08-25

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China is going through a transition phase, and the Chinese authorities face a tricky challenge to avoid a crash, explains Christophe Donay, Chief Strategist at Pictet Wealth Management.

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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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