Tag Archives: carousel

[embedded content] 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 moments spent in a cosy and exclusive environment.

Download issue:English /Français /Deutsch /Español /ItalianoThe early weeks of 2018 were full of twists for financial markets, with a rapid rise in bond yields leading to a short, sharp sell-off in equities. And while volatility subsequently fell back, it has still not returned to the low levels of 2017.What is going on? According to Christophe Donay, Head of Asset Allocation & Macro Research at Pictet Wealth Management (PWM), the correction we saw in early February was “the most visible...

Download issue:English /Français /Deutsch /Español /ItalianoThe early weeks of 2018 were full of twists for financial markets, with a rapid rise in bond yields leading to a short, sharp sell-off in equities. And while volatility subsequently fell back, it has still not returned to the low levels of 2017.What is going on? According to Christophe Donay, Head of Asset Allocation & Macro Research at Pictet Wealth Management (PWM), the correction we saw in early February was “the most visible...

[embedded content] 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 Global Strategist Alexandre Tavazzi.

[embedded content] 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.

Download issue:English /Français /Deutsch /Español /Italiano2017 was an exceptional vintage for risk assets that will be hard to repeat this year. But the environment could become increasingly favourable for active management as challenges rise and volatility increases. This is one of the main messages from Pictet Wealth Management (PWM) analysts and strategists featured in the 2018 special edition of Perspectives.What might some of those challenges be? Global strategist Alexandre Tavazzi...

[embedded content] 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.

[embedded content] 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 of one of the biggest European Family Office in terms of asset under management; Kelly Poon, Partner at Atomico,...

[embedded content] 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.

[embedded content] Published: Thursday November 30 2017After 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.