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 […]
Hedge Funds have performed poorly for the last 3 years compared to treasuries and corporate bonds, therefore people are questioning their relevance in portfolios. We believe there’s a place in each portfolio for this kind of investment as long as it is allocated in the relevant asset class and, most importantly, when the managers are […]
Yves Bonzon dissects the Cyprus crisis to understand how Europe deals with debt issues on a case by case basis. The existing situation opens interesting opportunities – as long as investors manage to hedge against government and nationalisation risks!
In this video interview, Jacques Noels explains the required skills and knowledge necessary to manage successfully a tech startup – in this case Crocus Technology, a hardware company active in the field of secured memory chips.
Yves Bonzon, Chief Investment Officier, explains that the levels necessary to trigger quantitative easing measures in the US have not been reached, shifting the responsibility for growth to Europe and the political measures that will be discussed in September. The markets will be volatile until then and the preferred asset classes remain investment grade corporate […]
The luxury sector looks promising as the Emerging Markets represent now 40% of the global luxury items consumption. In this video Caroline Reyl, Senior Investment Manager, explains how the Chinese consumers will drive growth and profitability for luxury brands.
In this video Yves Bonzon, Pictet’s Chief Investment Officer, explains why hedging for currency risk might be more tricky than it looks in the context of a Euro breakup. Don’t forget that you can subscribe to our videos in iTunes.