Category Archive: 2.) Pictet Macro Analysis

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Pictet — In Conversation With Alfonso Prat-Gay

2018-06-07

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Latin America is at a crossroads in 2018 with several regional powerhouses heading to the polls. And while plenty is yet to be defined – both economically and politically – there are also causes for optimism as populism arguably shifts out of the region and into North America. Alfonso Prat-Gay, Argentina’s former finance minister and …

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Pictet – Multi-Generational Wealth, Nassau

2018-06-01

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THE ROLE OF REAL ASSETS IN A VIRTUAL WORLD? The fifth edition of the Latam Family Office Master Class took place in Nassau in April 2018, with more than 60 guests attending. This year the focus was around geopolitics, digital revolution, alternative investments and family governance. Among the speakers, we had the pleasure of welcoming …

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Pictet – The Entrepreneurs – Mountain retreat (Abridged version)

2018-05-25

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The 4th edition of the Pictet Mountain Retreat was held in St Moritz in March 2018 at the heart of the Swiss Alps. It brought together an exclusive group of 50 entrepreneurs and investors in an intimate setting to network, unwind and have fun. This event combines sport, competition, Pictet expertise as well as relaxed …

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Pictet – The Entrepreneurs – Mountain retreat (Full Version)

2018-05-25

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The 4th edition of the Pictet Mountain Retreat was held in St Moritz in March 2018 at the heart of the Swiss Alps. It brought together an exclusive group of 50 entrepreneurs and investors in an intimate setting to network, unwind and have fun. This event combines sport, competition, Pictet expertise as well as relaxed …

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Pictet Perspectives – What happens when rates rise?

2018-03-19

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After years of low interest rates, investors need to prepare for a rise in the cost of credit. Since the financial crisis, investors have benefitted from rising bond price, while companies have seen their funding costs decline to the lowest point in decades. But with central banks scaling back their support in response to good economic growth, the years ahead will be very different. Investors need to prepare for a rise in the cost of debt, says...

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Pictet Perspectives – What happens when rates rise?

2018-03-19

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After years of low interest rates, investors need to prepare for a rise in the cost of credit. Since the financial crisis, investors have benefitted from rising bond price, while companies have seen their funding costs decline to the lowest point in decades. But with central banks scaling back their support in response to good …

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Pictet Perspectives – Volatility presents opportunities

2018-02-06

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A pick-up in inflation fears contributed to the recent spike in bond yields that spilled over into equities. But while inflation remains a risk, Cesar Perez Ruiz, CIO at Pictet Wealth Management, remains sanguine about the global economy and risk assets and sees volatility as an opportunity for tactical positioning. More on http://perspectives.pictet.com/ https://www.group.pictet/wealth-management

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Pictet Perspectives – Volatility presents opportunities

2018-02-06

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A pick-up in inflation fears contributed to the recent spike in bond yields that spilled over into equities. But while inflation remains a risk, Cesar Perez Ruiz, CIO at Pictet Wealth Management, remains sanguine about the global economy and risk assets and sees volatility as an opportunity for tactical positioning. More on http://perspectives.pictet.com/ https://www.group.pictet/wealth-management

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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 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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