Macroview

The Money Market: A reflection of the global crisis

Our Money Market expert Jean Braun provides an update on the behaviour of the money market in the past year, as well as insights into how to benefit from this market in light of the current economic climate. He asserts that although the ECB’s LTRO has mitigated liquidity stress on the European market, peripheral issuers […]

Perspectives 28: "Political decision-making in Europe the main factor driving markets"

The June 2012 edition of Perspectives – titled “Political decision-making in Europe the main factor driving markets” – is now available. In this edition: • Editorial outlook: The moment of truth approaches • Macroeconomics: Eurozone crisis back with a vengeance • Strategy: Caution still the order of the day • Headline news from around the […]

Perspectives 28: “Political decision-making in Europe the main factor driving markets”

The June 2012 edition of Perspectives – titled “Political decision-making in Europe the main factor driving markets” – is now available. In this edition: • Editorial outlook: The moment of truth approaches • Macroeconomics: Eurozone crisis back with a vengeance • Strategy: Caution still the order of the day • Headline news from around the […]

The water challenge: An opportunity for potential superior risk adjusted returns

Sustainable long term forces are driving the water industry. Real water prices are on the rise, scarcity is expected to persist, and the usage of the resource is expected to explode. Our water fund manger Arnaud Bisschop presents the favourable outlook of the water industry in providing attractive risk adjusted returns for equity investors. The […]

The eurozone puzzle: How should investors position themselves?

Pictet Wealth Management’s Head of Asset Allocation and Macro Research Christophe Donay brings to light the optimal positioning investors should undertake in each of the potential paths Europe may follow on both a short term and a long term basis. The probabilities stated hereunder may evolve over time, as they depend on political decisions. In order to […]

The eurozone puzzle: its roadmap and outcomes

Pictet Wealth Management’s Head of Asset Allocation and Macro Research Christophe Donay elaborates on the scenarios and outcomes of the eurozone debt crisis discussed by Chief Investment Officer Yves Bonzon in his recent video. The Greek political crisis has become a tactical short term factor, because one of three possible scenarios will materialise before the […]

Spanish bailout: history repeating

Head of Advisory Alexandre Tavazzi explains why the markets continued on a downward path after the Spanish bailout plan was announced. Don’t forget that you can subscribe to our videos in iTunes.

Euro area crisis: Spanish banking system bail-out

Spain’s government has finally decided over the week-end to seek international assistance. The precise amount of the loan has yet to be determined but could be up to €100 billion. The following 6 points summarize how the Spanish government will accept EU assistance. 1. The Spanish government has finally decided to seek international aid to address […]

Tricia Guild: "I want to see something innovative in every collection"

To celebrate the release of the 10th edition of Pictet Report, we are republishing a selection of articles taken from our archives dating back to 2009. Today, we meet the founder of a design business that revolutionised the way people think about their living space, giving them access to contemporary lifestyles. Meet Tricia Guild, who […]

People’s Bank of China has lowered rates for the first time since 2008

Yesterday, the People’s Bank of China (PBOC) cuts of 25 basis points on both lending and deposit rates, suggesting that May data (industrial production, retail sales and loans) to be released Saturday 9 June may disappoint. The cuts also reflect Chinese authorities’ concerns over the growth slowdown and sends a strong signal that the government […]

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