Category Archive: 2.) Pictet Macro Analysis

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Can family businesses ensure a smoother transition?

2023-12-01

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Find out how having an open discussion about succession planning could help ensure a long-lasting family legacy.

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Biases & sensation-seeking: the mental aspect of investing

2023-11-22

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00:12 : The psychology of investing 00:58 : Home truths 01:34 : Tools & techniques https://www.pictet.com/ch/fr/wealth-management

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Pictet – Europe’s cities reimagined

2023-11-17

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Some European cities have developed a more sustainable solution to urbanisation through refurbishment and repurposing of old buildings.

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In the balance: Gillian Tett on geopolitics and globalisation

2023-11-14

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00:10 : Global threats to democracy 01:00 : In the balance 01:45 : Globalisation revisted Article : https://www.pictet.com/ch/en/insights/gillian-tett-on-geopolitics-and-globalisation ©PWM2023

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Friend shoring and the semiconductor industry

2023-11-10

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00:10 : What is friend-shoring ? 00:46 : the semiconductor conundrum 01:10 : Wise investments ? https://www.pictet.com/ch/fr/wealth-management

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Paused but not halted: Kevin HASSET predicts a hard landing & ongoing inflation

2023-10-31

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Is the US on track for a soft or hard landing? A harder landing next year is the most likely outcome, says Kevin Hassett, an economist who served as the 29th Chairman of the US President’s Council of Economic Advisors. Excess savings, built up during the pandemic, are depleting and he expects geopolitical tensions in the Middle East and Ukraine to make people more risk averse, with businesses also holding back on capital spending next year in the...

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Foreign investment the key to Southeast Asia’s energy transition

2023-10-27

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Southeast Asia has a key role to play in the global energy transition, provided it can attract the foreign investment needed to exploit its abundance of renewable resources and manufacturing potential.

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Pictet – Technology’s ability to address the global healthcare challenge

2023-09-20

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Healthcare systems worldwide have experienced the influence of new technologies across inpatient and outpatient care. Technologies including those tied to the Internet of Medical Things (IoMT) have the potential to positively impact patient outcomes.

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Pictet – In conversation with Antoine Roland-Billecart

2023-09-04

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Antoine Roland-Billecart represents the sixth generation of his family to lead Champagne Billecart-Salmon, one of the world’s most famous and storied champagne houses. In this interview, he discusses the importance of taking time and adopting a long-term view, something which being family-owned allows the business to do. He also explains how, over the past 200 years and more, he and his forebears have built a brand focused first and foremost on...

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Pictet – In conversation with Alexander Stubb

2023-09-04

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Alexander Stubb is the former Prime Minister of Finland and the current director of the School of Transnational Governance at the European University Institute in Florence. Here, he explains why the world is at a critical juncture when it comes to international relations and describes how foreign policy needs to adapt to meet the new challenges. With his deep knowledge and experience of European politics, he also talks through how Russia’s invasion...

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Pictet Report – In conversation with Laurent Ramsey

2023-06-27

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As a Managing Partner of the Pictet Group, who joined the bank in 1993, Laurent Ramsey has seen a number of shifts and developments when it comes to ESG. Here, he explains how we’ve moved from an “exclusion” mindset to one built primarily around engagement, and talks through how crucial it is to enter into meaningful dialogue with companies that are not yet doing enough. He also emphasises the need to tackle all three elements of ESG...

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Pictet Report – In Conversation with Nicolas Rochat

2023-05-30

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Nicolas Rochat, the CEO and owner of the Swiss plastic-free sports brand Mover, describes what motivated him to transform the skiwear label into a pioneer in sustainability. Pointing to the widespread prevalence of greenwashing, he also explains how he would like to see Mover become a catalyst for change across the wider fashion and textiles industry. https://www.pictet.com/ch/en/wealth-management

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Pictet Report – In Conversation with Mauricio Graber

2023-05-30

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Over 1 billion consumers around the world use Chr. Hansen products every single day. Here, Mauricio Graber, the Danish bioscience company's CEO, talks us through how the business has integrated sustainability into its processes and strategies. He also explains how the company's microbial and fermentation technology platforms are helping to create a more sustainable food system, whilst drawing fewer natural resources from the planet. 00:15 : Chr....

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Pictet Report – In Conversation with Mayssa Al Midani

2023-05-30

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Mayssa Al Midani, a Lead Investment Manager at Pictet Asset Management, explains why our global food system is today at such a pivotal juncture. She also highlights some of the most exciting innovations currently being developed, from farm to fork, which have the potential to help us tackle our two objectives of feeding a growing population and preserving our planet. 00:12 : Food systems transition at an inflection point 01:33 : Solutions in...

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Pictet – In Conversation with Dan Dreyfus

2023-01-31

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During Pictet’s Family Forum in Nassau, we sat down with Dan Dreyfus, founder of Bornite Capital, to discuss the sheer scale of the world’s decarbonisation challenge and his predictions for the future of investing in this area. https://www.pictet.com/ch/en/wealth-management

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Pictet – Market Outlook 2023

2023-01-31

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PWM's chief investment officer César Pérez Ruiz on fixed income’s comeback, the convergence of equity risk premia between the US and the rest of the world, and the way ahead for 60/40 portfolios. https://www.pictet.com/ch/en/wealth-management

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Pictet — Multi Generational Wealth, Nassau (Abridged version)

2023-01-20

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Pictet’s first ever Family Forum took place at the Rosewood Hotel in Nassau, the capital of the Bahamas, from the 14th to the 16th November 2022. The event saw wealthy families and business owners from across Latin America and beyond gather in the luxurious retreat for three days of networking, discussion and debate. Under the overarching theme of “Building Bridges in a Fragmented World”, Pictet organised a range of different sessions led by...

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Pictet – Multi Generational Wealth, Nassau

2023-01-17

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Pictet’s first ever Family Forum took place at the Rosewood Hotel in Nassau, the capital of the Bahamas, from the 14th to the 16th November 2022. The event saw wealthy families and business owners from across Latin America and beyond gather in the luxurious retreat for three days of networking, discussion and debate. Under the overarching theme of “Building Bridges in a Fragmented World”, Pictet organised a range of different sessions led by...

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Pictet – In Conversation With César Pérez Ruiz

2022-12-22

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During Pictet's Family Forum in the Bahamas, we sat down with César Pérez Ruiz, Pictet Wealth Management's Head of Investments & CIO, to discuss the geopolitical landscape, from the conflict in Ukraine to US-China relations, and to unpack the implications for investment decisions. 00:07 : Divided geopolitical landscape 00:59 : China less integrated in the global economy 01:44 : Voters tired of populists...

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Pictet Report – In Conversation with Anders Byriel

2022-11-15

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Founded in 1968 by Poul Byriel and Erling Rasmussen, Kvadrat initially built its reputation by working with some of Scandinavia’s leading designers and artists. Today the Danish company, still based in the port town of Ebeltoft, is a world leader in textiles and textile-related products. Here we sit down with Anders Byriel, son of Poul and now Kvadrat’s CEO, to hear how he runs the company along with Rasmussen’s daughter, Mette Bendix, and about...

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