Category Archive: 2.) Pictet Macro Analysis

Filter archive by: Show All Show only Articles Show only Videos

Pictet — Multi-Generational Wealth, Gaja (Full version)

2020-05-14

by

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 »

Deflation risks might be on the rise, strategist says

2020-04-30

by

Frederik Ducrozet, strategist at Pictet Wealth Management, outlines what he expects from the ECB on Thursday.

Read More »

Pictet & Mater — Furnishing a sustainable future

2020-04-02

by

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 »

Pictet & Mater — Furnishing a sustainable future

2020-04-02

by

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 »

Pictet Perspectives — From the last 10 years to the coming one

2020-01-27

by

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...

Read More »

Pictet Perspectives — From the last 10 years to the coming one

2020-01-27

by

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 »

Pictet — Investment Summit

2019-11-19

by

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...

Read More »

Pictet — Investment Summit

2019-11-19

by

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 …

Read More »

Pictet — The Entrepreneurs

2019-10-31

by

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...

Read More »

Pictet — The Entrepreneurs

2019-10-31

by

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 …

Read More »

Pictet Perspectives – Value Stocks start to make a comeback ?

2019-10-29

by

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.

Read More »

Pictet Perspectives – Value Stocks start to make a comeback ?

2019-10-29

by

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 …

Read More »

Pictet Perspectives — Towards ‘Chinafication’

2019-10-03

by

With growth indicators faltering and markets unsettled, policy makers in advanced economies are being forced to look at new ways to prolong the expansion. In many ways, their concerns are the same as their Chinese counterparts’. Could (Should) they also adopt Chinese economic policies? https://www.group.pictet/wealth-management

Read More »

Pictet Perspectives — Towards ‘Chinafication’

2019-10-03

by

With growth indicators faltering and markets unsettled, policy makers in advanced economies are being forced to look at new ways to prolong the expansion. In many ways, their concerns are the same as their Chinese counterparts’. Could (Should) they also adopt Chinese economic policies? https://www.group.pictet/wealth-management

Read More »

Pictet Perspectives — What can investors do in uncertain times?

2019-09-09

by

While a global recession may not be imminent, we are clearly late in the cycle and economies and markets are not immune from accidents. Certain well-defined investment themes are particularly relevant at this juncture, argues Pictet Wealth Management’s head of investments.

Read More »

Pictet Perspectives — What can investors do in uncertain times?

2019-09-09

by

While a global recession may not be imminent, we are clearly late in the cycle and economies and markets are not immune from accidents. Certain well-defined investment themes are particularly relevant at this juncture, argues Pictet Wealth Management’s head of investments.

Read More »

Pictet — Multi-Generational Wealth

2019-07-17

by

Making sound investments and steering a company through today’s political and economic waters can be tricky. At Pictet’s 2019 European Family Master Class in Zürich, a line-up of eminent guest speakers and the Swiss bank’s own financial experts unpacked the world of geopolitics, business governance, economic forecasts, technology innovation and one’s responsibility – whether social or environmental – as a player in today’s markets. Guest panellists...

Read More »

Pictet — Multi-Generational Wealth

2019-07-17

by

Making sound investments and steering a company through today’s political and economic waters can be tricky. At Pictet’s 2019 European Family Master Class in Zürich, a line-up of eminent guest speakers and the Swiss bank’s own financial experts unpacked the world of geopolitics, business governance, economic forecasts, technology innovation and one’s responsibility – whether social …

Read More »

Bonds Are Pricing In Possibility of Global QE, Says Pictet’s Ducrozet

2019-06-05

by

Jun.05 — Frederik Ducrozet, strategist at Pictet Wealth Management, explains why quantitative easing may be “back on the table” for markets. He speaks with Bloomberg’s Nejra Cehic on “Bloomberg Surveillance.”

Read More »

Pictet — In Conversation With Cesar Perez Ruiz

2019-05-27

by

Head of investments and CIO at Pictet Wealth Management, Cesar Perez Ruiz says that something has to give when it comes to investment in 2019. While he expects economic growth to uptick in the second half of the year, the current climate of markets moving out of fear and geopolitical uncertainty – in particular the evolving relationship between China and the US – isn’t without its opportunities, especially if you’re prepared to trade fast and look...

Read More »