Video Articles

Equity investing strategies

In 2014, year-to-date, 87% of active U.S. equity managers are under performing their Index. Does this mean that stock picking is dead? Not necessarily, but investors have to understand 3 fundamental equity investment strategies before deciding the route to follow.

Our concerns on Latam health

Brazil is driving concerns about the solidity of Latam economic health. This short graphic animation highlights the difference of growth between Brazil and China to illustrate the regional issues in Latin America.

Equities corrected. Now what?

In the last 12 sessions, equities have experienced a kind of mini crash, erasing the year-to-date gains on most indices. We need to take a step back and try to make some sense of the recent market action to define the strategy which will make or break performance for the last two months of the year.

Equities bubble? Or not?

As markets reached new highs in June, many wonder if we are heading for a serious market correction. In this video, Yves Bonzon, Chief Investment Officer at Pictet Wealth Management gives his views on that topic.

Three trends to follow – or not

In this video, Yves Bonzon, Chief Investment Officer at Pictet, presents the three consensus present in investors’ minds in May 2014.

Back to the nineties

Yves Bonzon sees the US market no longer responding to QE moves by the Fed, suggesting that while a correction in equities and Treasuries may come in the summer, the year should still progress positively.

Adjust your sights

With markets focused on the likely timing and scale of reduced quantitative easing by the US Federal Reserve, Yves Bonzon, Pictet’s chief investment officer, argues that their focus is on the wrong place. Instead, the US fundamentals that will dictate the Fed’s eventual decision should be closely watched and assessed as to whether any QE […]

The US dollar is ready for a steady rise

Three different regimes rule the US dollar: depreciation, crisis and secular uptrend. Few investors realise that we have shifted into a secular uptrend regime and this will have consequences on asset clases one should hold in a portfolio of investments. In this video, Yves Bonzon describes the regimes and asset classes to favour at the […]

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