Category Archive: 2.) Pictet Macro Analysis

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Pictet Perspectives – Value Stocks start to make a comeback ?

2019-10-29

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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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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

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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

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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

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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.

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Pictet Perspectives — What can investors do in uncertain times?

2019-09-09

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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.

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Pictet — Multi-Generational Wealth

2019-07-17

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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...

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Pictet — Multi-Generational Wealth

2019-07-17

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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

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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.”

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Pictet — In Conversation With Cesar Perez Ruiz

2019-05-27

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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...

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Pictet — In Conversation With Cesar Perez Ruiz

2019-05-27

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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 …

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Pictet – In Conversation with Rahaf Harfoush

2019-05-20

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Anthropologist Rahaf Harfoush was in the Bahamas for 2019’s Latam Family Office Master Class to enlighten Latin American families on how shifting technology consumption is affecting how we interact with each other and redefining our belief systems. Despite the challenges for companies and individuals when it comes to navigating fake data and adapting to a new digital ethical landscape, she also argues that there are plenty of investor prospects, in...

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Pictet — Multi-Generational Wealth, Nassau

2019-05-20

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Technology plays an increasingly important role in our lives, from business interactions to the way we communicate in our private lives. Pictet’s 2019 edition of its annual Latam Family Office masterclass – which took place in Nassau, the Bahamas – delved into this topic around the central themes of geopolitics, families and the new power of social media. Alongside a Pictet line-up that included managing partners Marc Pictet and Boris Collardi,...

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Pictet – In Conversation with Rahaf Harfoush

2019-05-20

by

Anthropologist Rahaf Harfoush was in the Bahamas for 2019’s Latam Family Office Master Class to enlighten Latin American families on how shifting technology consumption is affecting how we interact with each other and redefining our belief systems. Despite the challenges for companies and individuals when it comes to navigating fake data and adapting to a …

Read More »

Pictet — Multi-Generational Wealth, Nassau

2019-05-20

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Technology plays an increasingly important role in our lives, from business interactions to the way we communicate in our private lives. Pictet’s 2019 edition of its annual Latam Family Office masterclass – which took place in Nassau, the Bahamas – delved into this topic around the central themes of geopolitics, families and the new power …

Read More »

Pictet Perspectives — What we are watching for now

2019-05-08

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Equity markets have reached new highs, extending the longest bull market in US history. However, César Pérez Ruiz, Head of Investments and CIO at Pictet Wealth Management, is conscious of complacency in markets and keeping protection on portfolios as tail risks remain. Geopolitical developments such as the potential escalation of Iranian tensions and drawn-out trade negotiations between the US and China, could send short-term volatility through...

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Pictet Perspectives — What we are watching for now

2019-05-08

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Equity markets have reached new highs, extending the longest bull market in US history. However, César Pérez Ruiz, Head of Investments and CIO at Pictet Wealth Management, is conscious of complacency in markets and keeping protection on portfolios as tail risks remain. Geopolitical developments such as the potential escalation of Iranian tensions and drawn-out trade …

Read More »

Fed to Show Tolerance for Higher Inflation, Pictet’s Ducrozet Says

2019-03-20

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Mar.20 — Frederik Ducrozet, senior economist at Pictet Asset Management, discusses Federal Reserve monetary policy and its inflation target. He speaks on “Bloomberg Surveillance” alongside Peter Dixon, global equities economist at Commerzbank.

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Pictet Perspectives – What to expect from central banks this year

2019-02-18

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Following the Fed’s recent dovish turn, we could expect other central banks to follow suit. However, according to Frederik Ducrozet, Strategist at Pictet Wealth Management, the ongoing trade tensions and idiosyncratic constraints facing central banks today could limit their room to manoeuvre. We expect the European, Japanese and Chinese central banks to contribute to rising global liquidity this year, more than offsetting any quantitative...

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Pictet Perspectives – What to expect from central banks this year

2019-02-18

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Following the Fed’s recent dovish turn, we could expect other central banks to follow suit. However, according to Frederik Ducrozet, Strategist at Pictet Wealth Management, the ongoing trade tensions and idiosyncratic constraints facing central banks today could limit their room to manoeuvre. We expect the European, Japanese and Chinese central banks to contribute to rising …

Read More »