Tag Archives: Pictet monthly

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...

Published: 7th November 2016Download issue:In spite of large doses of policy easing, inflation and global growth remain tepid. With the effectiveness of existing monetary policy styles therefore being increasingly questioned, the November 2016 issue of Perspectives looks at three of the most plausible alternatives.One is asset-price targeting. Could central banks assume responsibility for ensuring the stability of asset prices as well as price stability? Christophe Donay, head asset of asset...

Published: 11th October 2016Download issue:Both main candidates in the US presidential election have outlined their plans in numerous areas. Whoever wins, both are promising to raise government spending, especially on infrastructure. Writing in the October issue of Perspectives, Pictet Wealth Management’s chief economist Bernard Lambert outlines various scenarios. Should Hilary Clinton win the presidency but the Democrats fail to win a majority in the House of Representatives in...

Published: 13th September 2016Download issue:The summer months were good for risk assets, though things may get bumpier in the months ahead. But alongside this study in chiaroscuro, the September issue of Perspectives offers a brighter picture of investment opportunities.Pictet chief strategist Christophe Donay admits that “prospects for portfolio returns look far weaker than they did in the past” as the extraordinary measures introduced by central banks to combat low growth and inflation...