Author Archive

Eliminating the ocean’s garbage patches

Youthful entrepreneur Boyan Slat is pioneering a technology to remove the millions of tons of unsightly plastic trash floating on the surface of the world’s oceans, which endangers marine species and pollutes the human food chain. The five plastic garbage patches circulating in the world’s largest oceans have long been seen as a threat to […]

Monthly Investment Strategy Highlights, May 2017

 Asset Allocation Markets are starting to revise their expectations for the Trump administration. We still see some prospect of a US fiscal stimulus, but it is likely to be later (not kicking in before 2018) and less ambitious than hoped. Improving economic performance and strong earnings growth support our positive stance on DM equities, despite […]

Where Do We Go From Here?

Cesar Perez Ruiz, Chief Investment Officer at Pictet Wealth Management, on some of the factors likely to shape the direction of markets in the coming months.

The Pictet Group Annual Review 31 December 2016

We are pleased to introduce the Annual Review of the  Pictet Group for 2016 — my first as Senior Partner. After I assumed the role on 1 July last year, I was asked if Pictet’s strategic direction would change. The Senior Partner is, by tradition, chair and primus inter pares of  the board of partners, […]

French elections: a Le Pen win would hit euro area periphery

Our main scenario, a win for a Europhile politician in the second round of the French presidential elections in May, could result in a small relief rally on markets. However, the National Front’s Marine Le Pen is seen as being one of the two candidates to go through from the first round next Sunday to […]

Oil industry successfully reinvents itself again

In a ‘lower-for-longer price’ environment, there are still attractive themes and equity stories to play, assuming prices remain broadly above USD45-50 per barrel. Valuations generally remain reasonable, especially on the back of the correction since the start of the year. The growth theme is clearly the shale oil story, where both producers and services companies […]

Monthly Investment Strategy Highlights, April 2017

 Asset allocation The first quarter was exceptionally strong for risk assets, and the outlook remains good for developed market (DM) equities. We remain comfortable with our overweight in developed market equities, but it would be wise not to take too much risk in the coming quarter. EM assets may offer attractive opportunities on a tactical […]

When headlines start to matter

Alexandre Tavazzi, Global Strategist at Pictet Wealth Management on factors that might hit market valuations.

Time to deliver, ‘Perspectives’, March-April 2017

With President Trump’s plans to ‘reform and repeal’ Obamacare suffering a serious setback in Congress in March, attention is once again turning to the new administration’s plans for tax cuts and fiscal reform. The so-called ‘reflationary trade’, while in large part based on improving economic dynamics, also owes something to expectations that the new US […]

Monthly Investment Strategy Highlights, March 2017

Asset allocation We remain comfortable with our overweight position in developed-market (DM) equities and believe there are good reasons to be positive on Japanese equities. With volatility low and risks looming in the short term, this is a good time to add protection to portfolios. We have bought derivative protection on EUR high-yield bonds and […]

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