Category Archive: 2.) Pictet Macro Analysis

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Pictet Perspectives – Europe’s renaissance

2018-01-19

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The euro area is benefitting from a very strong momentum at the start of the year, supporting our view that economic growth will remain broadly stable in 2018 at around 2.3%. Risks to this rosy outlook include political events and a more hawkish ECB, although both look very manageable.

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Pictet Multi-Generational Wealth, Singapore (Full version)

2017-12-18

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The fourth edition of the Asian Family Office Master Class took place in Singapore in November 2017, with about 70 guests attending. The focus was around the three pillars of Pictet’s Family Office offer: family governance, investment governance and operational governance. Among the speakers, we had the pleasure of welcoming José Leyte, Chief Executive Officer …

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Perspectives Pictet – Back to normal in markets in 2018

2017-12-14

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2017 was a remarkable year, with positive returns for a wide array of risk assets. The environment will likely remain supportive as well, but Cesar Perez Ruiz, CIO at Pictet Wealth Management, says he expects more normal market conditions in 2018, with spikes in volatility that offer greater opportunities for active management. http://perspectives.pictet.com https://www.group.pictet/wealth-management

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Perspectives Pictet – Back to normal in markets in 2018

2017-12-14

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2017 was a remarkable year, with positive returns for a wide array of risk assets. The environment will likely remain supportive as well, but Cesar Perez Ruiz, CIO at Pictet Wealth Management, says he expects more normal market conditions in 2018, with spikes in volatility that offer greater opportunities for active management. http://perspectives.pictet.com https://www.group.pictet/wealth-management

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Pictet Perspectives – The Call of Asia

2017-12-01

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After a period of disappointment, Asian markets have outperformed for the past two years. And with paradigm shifts in businesses and economies, they still hold plenty of opportunities. So argues David Gaud, Chief Investment Officer for Asia at Pictet Wealth Management. https://www.group.pictet/wealth-management http://perspectives.pictet.com

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Pictet Perspectives – The Call of Asia

2017-12-01

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After a period of disappointment, Asian markets have outperformed for the past two years. And with paradigm shifts in businesses and economies, they still hold plenty of opportunities. So argues David Gaud, Chief Investment Officer for Asia at Pictet Wealth Management. https://www.group.pictet/wealth-management http://perspectives.pictet.com

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Economist Ducrozet Says ECB Could Still Surprise Markets

2017-10-23

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Oct.23 — Frederik Ducrozet, Pictet Wealth Management senior economist, discusses his predictions for ECB policy with Bloomberg’s Mark Barton on “Bloomberg Markets: European Close.”

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Pictet – The Entrepreneurs, Geneva (Abridged version)

2017-10-11

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The 4th edition of the Pictet Entrepreneurs held in Geneva in September 2017 brought together an exclusive group of 60 entrepreneurs and investors with a passion for innovation. On day one the focus was on the future of cities, food, agriculture, health and living in a secure world. On day two, the discussions centered around success, personal wealth and responsibility. http://perspectives.pictet.com/

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Pictet – The Entrepreneurs, Geneva (Abridged version)

2017-10-11

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The 4th edition of the Pictet Entrepreneurs held in Geneva in September 2017 brought together an exclusive group of 60 entrepreneurs and investors with a passion for innovation. On day one the focus was on the future of cities, food, agriculture, health and living in a secure world. On day two, the discussions centered around …

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Pictet – The Entrepreneurs, Geneva (Full version)

2017-10-11

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The 4th Pictet Entrepreneurs Summit held in Geneva in September 2017 brought together an exclusive group of 60 entrepreneurs and investors with a passion for innovation. On day one the focus was on the future of cities, food, agriculture, health and living in a secure world, while on day two the discussions centred on the …

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Pictet Perspectives – Nine years on, the bull has some room to run

2017-10-06

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The economic expansion of the global economic cycle is not over yet and it is temporarily in-sync. We don’t anticipate a recession. While the real growth recently reached a peak, it should moderately decelerate or stabilize in the US, Eurozone, UK, China and Japan. Inflation is likely to moderately pick up. We should remain in a low interest rate environment and the interest rate curve should flatten. High single digit earnings growth should...

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Pictet Perspectives – Nine years on, the bull has some room to run

2017-10-06

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The economic expansion of the global economic cycle is not over yet and it is temporarily in-sync. We don’t anticipate a recession. While the real growth recently reached a peak, it should moderately decelerate or stabilize in the US, Eurozone, UK, China and Japan. Inflation is likely to moderately pick up. We should remain in …

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Wealth, the mobile application from Pictet Wealth Management

2017-09-21

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Pictet’s clients can remain in constant contact with the Bank by using its state-of-the-art digital services. With Pictet’s mobile application “Wealth”, you can interact digitally with Pictet and have your portfolio at your fingertips. Pictet Wealth is currently available to all clients who hold an account at one of our offices.

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Pictet Perspectives – Deceptive calm

2017-09-19

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With the return of solid growth, Cesar Perez Ruiz, Chief Investment Officer at Pictet Wealth Management, discusses how anxiousness about turns in the monetary policy cycle is being expressed in forex rather than equity markets, where volatility remains low.

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Pictet Perspectives – Deceptive calm

2017-09-19

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With the return of solid growth, Cesar Perez Ruiz, Chief Investment Officer at Pictet Wealth Management, discusses how anxiousness about turns in the monetary policy cycle is being expressed in forex rather than equity markets, where volatility remains low.

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Pictet Perspectives – Equity markets set for a pause

2017-07-06

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Economic cycles have resynchronised, but this looks to be only a temporary phenomenon. Christophe Donay, Head of Asset Allocation and Macro Research at Pictet Wealth Management, discusses the implications for equity markets.

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Pictet Perspectives – Equity markets set for a pause

2017-07-06

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Economic cycles have resynchronised, but this looks to be only a temporary phenomenon. Christophe Donay, Head of Asset Allocation and Macro Research at Pictet Wealth Management, discusses the implications for equity markets.

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Pictet Perspectives – Dealing with complacency

2017-06-13

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Cesar Perez Ruiz, Chief Investment Officer at Pictet Wealth Management, discusses the synchronised global recovery, political and geopolitical risks, and the need to protect portfolios against market complacency.

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Pictet Perspectives – Dealing with complacency

2017-06-13

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Cesar Perez Ruiz, Chief Investment Officer at Pictet Wealth Management, discusses the synchronised global recovery, political and geopolitical risks, and the need to protect portfolios against market complacency.

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Pictet – Multi-Generational Wealth, Nassau (Full version)

2017-05-31

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The fourth edition of the Latam Family Office Master Class took place in Nassau from the 3rd to the 5th of April 2017, with more than 65 guests attending. This year the focus was around family governance, geopolitics, technology and alternative investments. Among the speakers, we had the pleasure of welcoming former Governor of Florida, …

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