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Perspectives 27: “Ugly divergence in Europe vs. the Great Deleveraging in the US”

The May 2012 edition of Perspectives – titled “Ugly divergence in Europe vs. the Great Deleveraging in the US” – is now available. In this edition: • Editorial outlook: the biggest source of alpha • Macroeconomics: Europe a drag on the world economy • Strategy: US bonds, risks mounting • Headline news from around the […]

Tyler Brulé: "Newspapers have survived because they are best suited to people’s downtime"

To celebrate the release of the 10th edition of Pictet Report, we are republishing a selection of articles taken from our archives dating back to 2009. Today, we are diving in the world of media with Typer Brulé, founder of two iconic publications: Wallpaper* and Monocle. Tyler Brûlé Serial Entrepreneur For Tyler Brûlé, the visionary […]

United States: weak monthly employment report

Last Friday’s employment report was clearly weak and market-unfriendly. However, weakness in March and April followed weather-influenced very robust figures between December and February. We continue to believe that the recent deterioration in the economic dataflow is not the beginning of a downturn like the one last year. Non-farm payroll employment increased by a weak […]

Which assets in deleveraging times?

The deleveraging process is taking place in Europe and in the U.S. Although it is handled very differently on each side of the Atlantic (see our previous video), the fundamental forces in action call for specific choices of asset class. Chief Investment Officer Yves Bonzon explains on which assets investors need to focus in these […]

The Entrepreneurs episode 29: the new rules of engagement in the post-digital landscape, and a truly inspiring conference

Pictet Wealth Management is the proud sponsor of The Entrepreneurs, Monocle‘s weekly business briefing featuring the most inspiring people, places and ideas from around the world. We invite you to take this week’s show with you for the week-end! This week, we’ll be hearing about the new rules of engagement in the post-digital landscape, where […]

The European Central Bank stays on hold

Mario Draghi was expected to address three points at yesterday’s press conference: i) a possible third 3Y LTRO, ii) hint on the probability of a monetary policy decision, and iii) details on its new concept of “Growth Compact”. The market proved fairly disappointed  with what Mario Draghi had to say. On a possible new LTRO, Mario […]

United States: the ISM manufacturing index rose further in April

Today’s US ISM survey was encouraging and market-supportive and supports our view that  the recent deterioration in the economic dataflow is not the beginning of a downturn like the one we saw last year. The strength in this report was quite widespread. The ISM manufacturing index bounced back further to 54.8 in April 2012, up […]

Ugly divergence in Europe vs. the Great Deleveraging in the US

Alpha can be deined as the extra return generated from actively managing an asset class compared  to the return secured by straightforward passive management exposure to an asset class. As, by their very deinition, aggregated returns obtained by all investors collectively must be equal to the return on the market overall, alpha is tantamount to a zero-sum game. Put simply, […]

United States: healthy cyclical uptrend likely to continue

We continue to believe the ongoing relatively healthy cyclical uptrend in the United States will continue over the coming six months, whilst underlying fundamentals will improve further. More specifically, we are quite optimist regarding the ongoing improvement in the housing sector. Friday’s figures show that real GDP grew by 2.2% q-o-q annualised in Q1 2012, […]

The Entrepreneurs episode 28: culinary entrepreneurship, gourmet icecreams and American tailoring

Pictet Wealth Management is the proud sponsor of The Entrepreneurs, Monocle‘s weekly business briefing featuring the most inspiring people, places and ideas from around the world. We invite you to take this week’s show with you for the week-end! We’ll be looking at culinary entrepreneurship this week, kicking things off in South Korea, where two […]

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