[embedded content] Published: Friday October 06 2017Christophe Donay, Chief Strategist at Pictet Wealth Management, discusses the synchronised global recovery and chances that equity bull market will continue for a while longer.
Read More »Deceptive calm
[embedded content] Published: Tuesday September 19 2017With 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.
Read More »Equity markets set for a pause
[embedded content] Published: Thursday July 06 2017Economic 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.
Read More »Dealing with complacency
[embedded content] Published: Tuesday June 13 2017Cesar 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.
Read More »Multi-Generational Wealth
[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...
Read More »Where Do We Go From Here?
[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.
Read More »When headlines start to matter
[embedded content] Published: Tuesday March 28 2017Alexandre Tavazzi, Global Strategist at Pictet Wealth Management on factors that might hit market valuations.
Read More »Outlook 2017: Investing in a reflationary environment
[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.
Read More »Into the Unknown
[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.
Read More »The Next Generation
[embedded content] Published: Tuesday November 01 2016The 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 like-minded peers to exchange opinions and advice. Among Pictet...
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