Author Archive

Polarisation poses risks

Cesar Perez Ruiz, Chief Investment Officer at Pictet, assesses the aftermath of the Brexit vote and the implications of polarisation for investment strategy.

Where aspiration and consumer trends meet

 Read the full analysis on page 51 of the linked report In the Summer 2016 issue of Pictet Report, Pictet managers and analysts set out the megatrends behind the success of premium brands and the financial pillars that make them attractive to investors Premium brands have proved to be profitable long-term investments, offering strong revenue […]

Investing in a post-Brexit world

Brexit should not lead to a repeat of the financial crisis of 2007-2008. So argue Pictet analysts and economists in the July issue of Perspectives. Central banks are better prepared and banks are less leveraged. In the last resort, the European Central Bank can be expected to step in again should financial stress noticeably increase […]

In the June 2016 issue of ‘Perspectives’

Will Knut Wicksell be proved right? The Swede’s theories include the notion that there is a ‘natural’ level of interest rates, consistent with the economy operating at its full potential without overheating. But the actions of central banks have forced interest rates to artificially low levels in recent times, well below their ‘natural’ levels. If […]

Central banks face test of credibility

Central banks contributed to halting the financial crisis (starting with the US Federal Reserve’s first quantitative easing package, launched in late 2008), with successive rate cuts helping companies and households in the West to deleverage. The Bank of Japan (BoJ) and European Central Bank (ECB) followed with aggressive policies at a later stage, when the […]

Multi-Generational Wealth

The third edition of the Latam Family Office Master Class took place in Nassau from 4 to 6 April 2016, with more than 60 guests in attendance. This event was a great success, built around trends, workshops and exchanges of new ideas in the family office industry.

GDP forecast for Europe maintained, revised slightly down for United States

The conditions that we identified at the start of the year for a market rebound all subsequently fell into place: support from major central banks was forthcoming, the Chinese economy and the oil price stabilised, the US dollar bull trend paused, and systemic risk declined. Valuations have duly recovered. Now, banks need to start performing […]

Nathalie Flury & Tazio Storni

Health spending is rising around the world, driven by demographic pressures and economic growth which together create powerful incentives for innovation that boosts the earnings of healthcare companies

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