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[embedded content] 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.

[embedded content] 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 included former prime...

Download issue:Sisyphus was punished by the gods by having to repeatedly roll a boulder up a hill after it rolled back down each time he reached the summit. Today, markets are subjecting the world’s central bankers to the same punishment. According to César Pérez Ruiz, PWM’s Head of Investments & CIO, “each time central banks attempt to normalise monetary policy, the ‘market gods’ compel them to revert to easing mode and lower rates. The result is we are living in an era of economic...

[embedded content] 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 included former prime...

[embedded content] Markets find themselves caught between opposing forces: on the one hand an ageing economic cycle and continued trade tensions; on the other, central banks intent on prolonging growth as long as possible, according to Christophe Donay, Chief Strategist and Head of Asset Allocation, Pictet Wealth Management. This tug of war, high valuations and evidence a lot of good news has already been priced in, mean we expect equities to trade sideways in the near term.

[embedded content] Head of investments and CIO at Pictet Wealth Management, César Pérez 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 for unintended...

[embedded content] 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, guest panelists and speakers...

[embedded content] 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 markets.

Download issue:English /Français /Deutsch /Español /ItalianoWith all major central banks now having turned dovish, we can expect the continuation of ultra-low global interest rates in 2019. This is a relief for markets, which have already rallied in response. The greater concern is whether global growth can make a comeback.César Pérez Ruiz, Pictet Wealth Management’s (PWM) Head of Investments & CIO, will be looking for stabilisation in earnings revisions against the current backdrop of...

[embedded content] 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 tightening by the Fed.