Macroview

Neil Rimer: "We look for someone with a passion for solving a big problem"

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 co-founder of a leading venture capital that focuses on investments in start-up technology companies. A member of twelve boards, Neil Rimer partners with other entrepreneurs […]

United States: encouraging start for retail sales in the second quarter

With soft nominal retail sales headline figures, but slightly better than expected core numbers, yesterday’s set of data should be considered as modestly encouraging for consumption growth in Q2. Following a surprisingly strong figure in Q1 (+2.9% q-o-q annualised), less buoyant growth in consumer spending has to be expected in Q2. However, we bet on […]

The biggest source of alpha

The May 2012 issue of Perspectives is now available for downloading. We start previewing the articles of this edition with the opening column by Chief Investment Officer Yves Bonzon. Alpha can be defined as the extra return generated from actively managing an asset class compared to the return secured by straightforward passive-management exposure to an […]

Perspectives 27: "Ugly divergence in Europe vs. the Great Deleveraging in the US"

The May 2012 edition of Perspectives – titled “Ugly divergence in Europe vs. the Great Deleveraging in the US” – is now available. In this edition: • Editorial outlook: the biggest source of alpha • Macroeconomics: Europe a drag on the world economy • Strategy: US bonds, risks mounting • Headline news from around the […]

Perspectives 27: “Ugly divergence in Europe vs. the Great Deleveraging in the US”

The May 2012 edition of Perspectives – titled “Ugly divergence in Europe vs. the Great Deleveraging in the US” – is now available. In this edition: • Editorial outlook: the biggest source of alpha • Macroeconomics: Europe a drag on the world economy • Strategy: US bonds, risks mounting • Headline news from around the […]

Tyler Brulé: "Newspapers have survived because they are best suited to people’s downtime"

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 are diving in the world of media with Typer Brulé, founder of two iconic publications: Wallpaper* and Monocle. Tyler Brûlé Serial Entrepreneur For Tyler Brûlé, the visionary […]

United States: weak monthly employment report

Last Friday’s employment report was clearly weak and market-unfriendly. However, weakness in March and April followed weather-influenced very robust figures between December and February. We continue to believe that the recent deterioration in the economic dataflow is not the beginning of a downturn like the one last year. Non-farm payroll employment increased by a weak […]

Which assets in deleveraging times?

The deleveraging process is taking place in Europe and in the U.S. Although it is handled very differently on each side of the Atlantic (see our previous video), the fundamental forces in action call for specific choices of asset class. Chief Investment Officer Yves Bonzon explains on which assets investors need to focus in these […]

The Entrepreneurs episode 29: the new rules of engagement in the post-digital landscape, and a truly inspiring conference

Pictet Wealth Management is the proud sponsor of The Entrepreneurs, Monocle‘s weekly business briefing featuring the most inspiring people, places and ideas from around the world. We invite you to take this week’s show with you for the week-end! This week, we’ll be hearing about the new rules of engagement in the post-digital landscape, where […]

The European Central Bank stays on hold

Mario Draghi was expected to address three points at yesterday’s press conference: i) a possible third 3Y LTRO, ii) hint on the probability of a monetary policy decision, and iii) details on its new concept of “Growth Compact”. The market proved fairly disappointed  with what Mario Draghi had to say. On a possible new LTRO, Mario […]

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