Category Archive: 2.) Pictet Macro Analysis

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

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

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

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

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

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

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

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

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)

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

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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Economist Sees Market Questions After June Fed Hike

May.29 — Frederik Ducrozet, senior economist at Banque Pictet & Cie, and Shaun Osborne, chief FX strategist at Scotiabank, talk about the reduction of the Fed’s balance sheet, and what the euro says about European Central Bank policy. They speak on “Bloomberg Markets.”

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Pictet Perspectives – Where Do We Go From Here?

Evidence that hard data is catching up on soft data continues to put wind in the sails of equity markets, which are also benefiting from strong earnings news. A revival of Trump’s tax plans could further help risk assets. But political and geopolitical risk has not entirely disappeared. Cesar Perez Ruiz, Pictet Wealth Management’s Chief Investment Officer, discusses the road ahead.

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Pictet Perspectives – Where Do We Go From Here?

Evidence that hard data is catching up on soft data continues to put wind in the sails of equity markets, which are also benefiting from strong earnings news. A revival of Trump’s tax plans could further help risk assets. But political and geopolitical risk has not entirely disappeared. Cesar Perez Ruiz, Pictet Wealth Management’s Chief …

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Pictet Perspectives – When headlines start to matter

Alexandre Tavazzi, Global Strategist at Pictet Wealth Management on factors that might hit market valuations.

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Pictet Perspectives – When headlines start to matter

Alexandre Tavazzi, Global Strategist at Pictet Wealth Management on factors that might hit market valuations.

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Pictet Perspectives : Outlook for 2017 – Investing in a reflationary environment

Cesar Perez Ruiz, Chief Investment Officer at Pictet, discusses how the return of inflation this year will impact different asset classes.

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Pictet Perspectives : Outlook for 2017 – Investing in a reflationary environment

Cesar Perez Ruiz, Chief Investment Officer at Pictet, discusses how the return of inflation this year will impact different asset classes.

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Pictet Perspectives – Into the Unknown

The switch from monetary to fiscal stimulus, and a rise in earnings growth for the first time in two years looked like being two of the big themes for 2017. To these must now be added a third one: the unpredictability of a president Trump. Cesar Perez Ruiz, Pictet’s Chief Investment Officer, discusses the road ahead.

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Pictet Perspectives – Into the Unknown

The switch from monetary to fiscal stimulus, and a rise in earnings growth for the first time in two years looked like being two of the big themes for 2017. To these must now be added a third one: the unpredictability of a president Trump. Cesar Perez Ruiz, Pictet’s Chief Investment Officer, discusses the road … Continue reading...

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Pictet – The Next Generation

The third Next Generation event took place in Geneva with 50 Next Gens in attendance from 22 different nationalities. The event was a great success, focusing both on the challenges and solutions the rising generation face in todays complex environment. Presentations offered both solid educational platforms and fostered lively workshops, providing a unique opportunity for …

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