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New perspectives on alternative investments

It is a great pleasure to introduce this second pictet report, which draws together insight, analysis and opinion from the world of alternative investments. we have called on a wide range of experts – both asset managers and investors – from around the world who contributed to two days of lively discussion and debate at […]

Doubts about the sustainability of growth

In last month’s issue, we outlined our fundamental analysis of where capital markets were likely to be heading in the first half of the next decade.We described our three- stage analytical process, the final phase of which involves pinpointing and understanding structural breaks that might affect economies or markets and assessing knock-on effects for financial […]

Macroeconomics, markets and geopolitics after the crisis

It is a great pleasure to welcome you to the pictet report, an occasional publication in which we address the issues of the day with an eye on the longer term. the themes for this, our first edition, examine how the great credit crisis will affect developed economies and markets; how it will affect global […]

Waiting for the consumer to return

The act of investing calls for the decision-maker to rein in and master their emotions. Faced with the daily torrent of price- and market-sensitive news, it is crucial to be able to distinguish genuine information from mere noise or rumour.This means picking out news that is really influential from items causing short-lived ripples which mask […]

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