Category Archive: 2.) Pictet Macro Analysis
Pictet Perspectives — Driving without GPS
With the global economy picking up and markets rallying hard since late March, where do the best investment opportunities lie? PWM’s head of investment presents the case for US growth stocks and European cyclicals, particularly those linked to the ‘green’ transition. And there are ways for playing the volatility that inevitably lies ahead.
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Pictet & Mater — Furnishing a sustainable future (Abridged version)
Long before environmentalism became a popular concern, Henrik Marstrand created Mater in 2006, a Danish furniture company that prides itself on timeless design with sustainability at its core. Designing and producing all their own pieces, Marstrand’s new line of outdoor chairs and tables was based on original designs from Nanna and Jørgen Ditzel and is made from recycled fishing nets and ropes. This initiative is helping to offset the five million...
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Pictet — Perspectives: Near-Term Investment Themes and Challenges
Markets are pricing in fully several optimistic scenarios, yet there are attractive plays in investment grade credit and equities. Meanwhile, over the summer, we await a clearer picture on how realistic this optimism proves to be over the longer term.
https://perspectives.group.pictet
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Pictet — Perspectives: Near-Term Investment Themes and Challenges
Markets are pricing in fully several optimistic scenarios, yet there are attractive plays in investment grade credit and equities. Meanwhile, over the summer, we await a clearer picture on how realistic this optimism proves to be over the longer term. https://perspectives.group.pictet
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Pictet – Multi-Generational Wealth, Gaja (Abridged version)
Five generations after Giovanni Gaja founded his eponymous winery in the Piedmontese town of Barbaresco, the family continues to produce some of Italy’s best vintages. Giovanni’s great grandson, Angelo, revolutionised Italian winemaking by experimenting with foreign grape varieties and employing new oak and a longer ageing process. Angelo’s efforts paid off and, with the help of his children, his uncompromising commitment to quality has helped to...
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Pictet — Multi-Generational Wealth, Gaja (Full version)
Five generations after Giovanni Gaja founded his eponymous winery in the Piedmontese town of Barbaresco, the family continues to produce some of Italy’s best vintages. Giovanni’s great grandson, Angelo, revolutionised Italian winemaking by experimenting with foreign grape varieties and employing new oak and a longer ageing process. Angelo’s efforts paid off and, with the help of his children, his uncompromising commitment to quality has helped to...
Read More »
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Pictet – Multi-Generational Wealth, Gaja (Abridged version)
Five generations after Giovanni Gaja founded his eponymous winery in the Piedmontese town of Barbaresco, the family continues to produce some of Italy’s best vintages. Giovanni’s great grandson, Angelo, revolutionised Italian winemaking by experimenting with foreign grape varieties and employing new oak and a longer ageing process. Angelo’s efforts paid off and, with the help …
Read More »
Read More »
Pictet — Multi-Generational Wealth, Gaja (Full version)
Five generations after Giovanni Gaja founded his eponymous winery in the Piedmontese town of Barbaresco, the family continues to produce some of Italy’s best vintages. Giovanni’s great grandson, Angelo, revolutionised Italian winemaking by experimenting with foreign grape varieties and employing new oak and a longer ageing process. Angelo’s efforts paid off and, with the help …
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Deflation risks might be on the rise, strategist says
Frederik Ducrozet, strategist at Pictet Wealth Management, outlines what he expects from the ECB on Thursday.
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Pictet & Mater — Furnishing a sustainable future
Long before environmentalism became a popular concern, Henrik Marstrand created Mater in 2006, a Danish furniture company that prides itself on timeless design with sustainability at its core. Designing and producing all their own pieces, Marstrand’s new line of outdoor chairs and tables was based on original designs from Nanna and Jørgen Ditzel and is made from recycled fishing nets and ropes. This initiative is helping to offset the five million...
Read More »
Read More »
Pictet & Mater — Furnishing a sustainable future
Long before environmentalism became a popular concern, Henrik Marstrand created Mater in 2006, a Danish furniture company that prides itself on timeless design with sustainability at its core. Designing and producing all their own pieces, Marstrand’s new line of outdoor chairs and tables was based on original designs from Nanna and Jørgen Ditzel and is …
Read More »
Read More »
Pictet Perspectives — From the last 10 years to the coming one
The end of 2019 marks an opportunity to review not only a year, but a decade in the economy and markets. Central banks certainly dominated the last decade, but corporations also delivered – driving earnings growth that propelled both stock price returns and dividends. 2019 was an exceptional year in markets but earnings growth was flat. We go into 2020 with some reason for continued caution but also grounds for optimism, given several patches of...
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Pictet Perspectives — From the last 10 years to the coming one
The end of 2019 marks an opportunity to review not only a year, but a decade in the economy and markets. Central banks certainly dominated the last decade, but corporations also delivered – driving earnings growth that propelled both stock price returns and dividends. 2019 was an exceptional year in markets but earnings growth was …
Read More »
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Pictet — Investment Summit
The Pictet Investment Summit is designed as a forum where a range of internal and external experts present their visions of the investment landscape. David Rubinstein, co-founder of the Carlyle Group, was one of the guests of the 2019 edition. In this video, he assesses trends in private equity, including the growing influence of family offices and emerging markets, and reflects on the long relationship between the Carlyle Group and Pictet. This...
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Pictet — Investment Summit
The Pictet Investment Summit is designed as a forum where a range of internal and external experts present their visions of the investment landscape. David Rubinstein, co-founder of the Carlyle Group, was one of the guests of the 2019 edition. In this video, he assesses trends in private equity, including the growing influence of family …
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Pictet — The Entrepreneurs
Innovation and sustainability were high on the agenda at the annual Pictet Entrepreneur’s Summit. These two themes were thoroughly dissected by a stellar panel of international thinkers and doers who spoke about the challenges and opportunities available to entrepreneurs. Experts included ex-Managing Director of Google UK and fintech founder Dan Cobley, the man who turned Patagonia into a multi-billion dollar business, Michael Crooke, and author...
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Pictet — The Entrepreneurs
Innovation and sustainability were high on the agenda at the annual Pictet Entrepreneur’s Summit. These two themes were thoroughly dissected by a stellar panel of international thinkers and doers who spoke about the challenges and opportunities available to entrepreneurs. Experts included ex-Managing Director of Google UK and fintech founder Dan Cobley, the man who turned …
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Pictet Perspectives – Value Stocks start to make a comeback ?
Markets have reached new highs, but looking beneath the surface reveals a more complex picture. Over the last 18 months, investors have ploughed into companies with a growth style bias at the sake of value, pushing the valuation differential between the two styles to an extreme. At this point, it does not require a dramatic rotation to narrow that valuation differential and we are now starting to see renewed investor interest in value-style stocks.
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