Category Archive: 2.) Pictet Macro Analysis

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Pictet – Multi-Generational Wealth, MVC Group (Full Version)

2022-11-15

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Giordano Cremonese joined his parents’ garment business back in 1972 and in the subsequent years led the company to soaring new heights. Headquartered in the Dolomites, in northern Italy, MVC Group is today one of Italy’s, if not the world’s, most historic sportswear companies, with its three brands focused on the great outdoors: Sportful, Karpos, and the jewel in the MVC crown, the storied Italian cycling brand Castelli. To further boost growth...

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Pictet Report – In Conversation with Rémy Best

2022-11-15

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In September 2022, Rémy Best decided to step down from his position as a Managing Partner at Pictet Group after a quarter of a century at the company. As he prepares for this move, he talks us through the changes and the impressive growth he has helped to lead at the bank, and shares some pearls of wisdom that he has picked up along the way, both from his countless conversations with entrepreneurs and from his own observations. At 0:09 – 25 Years...

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Pictet – In Conversation with Beatrice Fihn

2022-11-11

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The Nobel interview

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Pictet – In Conversation with Kishore Mahbubani

2022-11-10

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The 21st century - Still the Asian Century ?

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Pictet – In Conversation with Danielle Di Martino Booth

2022-11-10

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Pictet – In Conversation with Lawrence Haddad

2022-11-10

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Global impact on food supplies

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Pictet – In Conversation with Gabrielle Walker

2022-11-10

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The effects on the energy market today and what this means for the net zero transition

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Pictet – In Conversation with Rana Foroohar

2022-11-10

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Geopolitics and polarization of the world

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Pictet Multi Generational Wealth – MVC Group (Full version)

2022-09-06

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Giordano Cremonese joined his parents’ garment business back in 1972 and in the subsequent years led the company to soaring new heights. Headquartered in the Dolomites, in northern Italy, MVC Group is today one of Italy’s, if not the world’s, most historic sportswear companies, with its three brands focused on the great outdoors: Sportful, Karpos, and the jewel in the MVC crown, the storied Italian cycling brand Castelli. To further boost growth...

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Pictet Multi Generational Wealth – MVC Group (abridged version)

2022-09-06

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Giordano Cremonese joined his parents’ garment business back in 1972 and in the subsequent years led the company to soaring new heights. Headquartered in the Dolomites, in northern Italy, MVC Group is today one of Italy’s, if not the world’s, most historic sportswear companies, with its three brands focused on the great outdoors: Sportful, Karpos, and the jewel in the MVC crown, the storied Italian cycling brand Castelli. To further boost growth...

Read More »

Weekly View – Unsettled

2022-05-10

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2022-05-10

Last week’s 50 bps Fed rate hike was not a surprise. Indeed, Fed chairman Jerome Powell’s assertion that a 75 bps hike had not been actively considered was enough to spark a stock rally. But it proved short-lived, with markets quickly returning to their fears about inflation.

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Pictet — International Women’s day: Episode 1

2022-03-08

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Pictet Women share they hopes for the future

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Pictet Report – Cultural force – teamLab

2022-02-17

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Founded in Tokyo in 2001, teamLab is a world-renowned art collective comprised of hundreds of specialists, ranging from programmers and engineers to architects and CGI animators. Operating at the intersection of creativity and technology, the collective is best known for its large-scale immersive installations, in which viewers become active participants, moving around a responsive space and interacting with their surroundings. In this film, we...

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Pictet – Investing in net zero

2021-11-26

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The climate transition presents the biggest investment opportunity of our lifetime explains Melanie Larkin, Investment Communication Manager. One way investors can participate in this is by investing in net-zero transition leaders – the companies leading the way in the transition to net zero greenhouse gas emissions.

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Weekly View – Big Splits

2021-11-16

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2021-11-16

US prices continue to rise, with the US consumer price index (CPI) for October coming in at its highest in three decades. President Biden made a boldly worded response as inflation becomes a growing focus among politicians with their eyes fixed on next year’s midterm elections. Oil prices fell on investors’ expectations that the US could free up strategic reserves to combat energy inflation.

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Weekly View – Central Bank Halloween

2021-11-02

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2021-11-02

Last week, the US GDP growth figure for Q3 came in lower than expected, while prices moved higher than anticipated and the US Employment Cost Index update rose at its fastest pace in 31 years. The headline increase was driven by the biggest surge in wages since 1982, up 1.5% in the third quarter.

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Pictet – In conversation with Niall Ferguson

2021-10-22

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Ahead of a recent Pictet conference in London, Professor Niall Ferguson shared his views on the real winners and losers from the pandemic, next year’s midterm elections in the US and why we are not holding the right conversation about climate change.

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Pictet – Trailer In conversation with Niall Ferguson

2021-10-22

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Ahead of a recent Pictet conference in London, Professor Niall Ferguson shared his views on the real winners and losers from the pandemic, next year’s midterm elections in the US and why we are not holding the right conversation about climate change.

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Weekly View – Widening bottlenecks

2021-10-19

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2021-10-19

After September’s negative performance, last week proved one of the strongest in a while for equity markets. This rebound followed news that the Biden administration will start to tackle the supply-chain and logistics issues that have been preventing deliveries.

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Weekly View – Debt ceiling deadline postponed

2021-10-14

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2021-10-14

China’s high-yield bond crisis continued last week, with yields on the ICE BofA index of Chinese high-yield US dollar bonds moving above 18% at one stage last week, the highest level in a decade. Further nervousness was caused by one real-estate issuer’s decision not to reimburse USD200 mn of offshore bonds--despite having USD4 bn in cash on its balance sheet.

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