Video Articles

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 […]

Hedge Funds, still relevant?

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 […]

Opportunities in Europe, with a word of caution

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!

The ABC of stock selection

In this video Alexandre Tavazzi, Head of Equity Research, explains the 3 key fundamentals driving efficient and rational stock selection.

Gold: reaching the summit?

After 10 years of beating the S&P 500 every single year with the exception of 2012, we believe that gold has reached a summit and we decided to reduce our gold exposure in our asset allocation.

In conversation with Jacques Noels, Founder, Crocus Technology

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.

No risk = no returns

Yves Bonzon, Chief Investment Officer for Pictet Wealth Management, explains why the current market conditions call for more volatility in portfolios.

Markets on hold until further political decisions

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 […]

Opportunities in the luxury sector

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.

Euro hedging: a necessity?

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.

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