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[embedded content] Published: Wednesday May 31 2017The 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, Jeb Bush; Argentina’s one-time Minister of Economy, Alfonso Prat-Gay; Yuri Van Geest, Founder of...

Published: 24th May 2017Download issue:English /Français /Deutsch /Español /ItalianoWith the election of Emmanuel Macron as French president, the tide of populism may have been stemmed for the moment in western Europe. Has Europe’s political class found the formula for dealing with the phenomenon? “I wouldn’t bet my investment career on it,” answers Pictet Wealth Management’s (PWM) chief investment manager, Cesar Perez Ruiz, in the June-July issue of ‘Perspectives’. Signs of ‘peak populism’...

[embedded content] Published: Tuesday May 02 2017Evidence 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.

[embedded content] Published: Tuesday March 28 2017Alexandre Tavazzi, Global Strategist at Pictet Wealth Management on factors that might hit market valuations.

Published: 10th March 2017Download issue:The latest edition of Horizon is out, containing Pictet Wealth Management’s updated secular outlook and expected returns for the main asset classes over the next 10 years.Some of the highlights are as follows: Expected ReturnsEquities: below long-term average but still attractive. Our models suggest that global equities can be expected to post a 6% return in US dollars annually for the next 10 years. Such returns look attractive relative to long-term...

Published: 6th February 2017Download issue:Donald Trump’s presidential win has unleashed animal spirits in the US that are likely to continue to drive equities forward in 2017. So argues Frank Bigler, head of equity investment research at Pictet Wealth Management, in the latest special edition of Perspectives. There are undoubtedly risks, but for the moment, “the overall direction of the market is still up,” according to Bigler “and any pull-back would be taken as an opportunity to...

[embedded content] Published: Wednesday January 25 2017Cesar Perez Ruiz, Chief Investment Officer at Pictet, discusses how the return of inflation this year will impact different asset classes.

Published: 28th December 2016Download issue:Humankind is moving from an information age to the age of intelligent machines, with consequences for the world of work, the economy and society. The transition is driven by the explosion in the amount of digital data that is now available, artificial intelligence (AI) programmes that can analyse the data for the benefit of humanity, and intelligent robots that are able to work independently.The Winter 2016 edition of Pictet Report includes a talk...

Published: 8th December 2016Download issue:Although Pictet Wealth Management does not expect a significant acceleration in real global economic growth next year, it believes 2017 will see an upturn in price pressures that spark a rise in nominal GDP growth and provides momentum for global reflation.In December’s Perspectives, Pictet Wealth Management’s head asset of asset allocation and macro research, Christophe Donay, discusses the implications of this, his central scenario, for the global...

[embedded content] Published: Friday November 11 2016The 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.