Perspectives

European markets under a Greek cloud

This month we propose to discuss an investment opportunity completely independent of whether or not Athens has the capacity to honour its commitments or to obtain credits from Brussels.This investment – really – has an AAA rating, a potential performance worthy of a BBB, but also a low correlation to the emerging markets risk factor […]

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2010 – roller-coaster ride ahead

The year now drawing to a close has been marked on financial markets by two powerful trends in succession: a downtrend to mid-March followed by a strong uptrend to date. At the end of 2008, Pictet’s Investment Committee in its strategic analysis had predicted a ‘W’-shaped cycle for equities and economies, with 2010 expected to […]

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Doubts about the sustainability of growth

In last month’s issue, we outlined our fundamental analysis of where capital markets were likely to be heading in the first half of the next decade.We described our three- stage analytical process, the final phase of which involves pinpointing and understanding structural breaks that might affect economies or markets and assessing knock-on effects for financial […]

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Waiting for the consumer to return

The act of investing calls for the decision-maker to rein in and master their emotions. Faced with the daily torrent of price- and market-sensitive news, it is crucial to be able to distinguish genuine information from mere noise or rumour.This means picking out news that is really influential from items causing short-lived ripples which mask […]

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