Video Articles

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 […]

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.

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