Macroview

China’s economy: Are fears of a hard landing justified?

Is China slowing down? Will it face a hard landing? Investor sentiment towards China has shifted from euphoria to pessimism. There has been a great deal of “China bashing” across the world, which appears to have peaked recently, with the SEC threatening to forcibly delist every Chinese company currently listed on a U.S. stock exchange […]

Carefully chosen equities in the tech sector may offer superior returns in the long run

The technology sector has evolved radically over the past decade: today, a combination of superior earnings growth, low volatility, healthy balance sheets, and attractive valuations is likely to provide a rewarding opportunity in selected technological stocks. Our expert on US equity research, Christopher Seilern, elaborates on the themes that may drive carefully chosen tech equities […]

The Federal Reserve extends “Operation Twist”

Contrary to some market expectations, the Federal Open Market Committee (FOMC) did not announce yesterday a full-fledged third round of quantitative easing, known as QE3. Nevertheless, during its press conference, the Chairman of the Federal Reserve (Fed), Ben Bernanke, announced explicitly that if no sustained improvement in the labour market is observed, further action would […]

The Federal Reserve extends "Operation Twist"

Contrary to some market expectations, the Federal Open Market Committee (FOMC) did not announce yesterday a full-fledged third round of quantitative easing, known as QE3. Nevertheless, during its press conference, the Chairman of the Federal Reserve (Fed), Ben Bernanke, announced explicitly that if no sustained improvement in the labour market is observed, further action would […]

The Money Market: A reflection of the global crisis

Our Money Market expert Jean Braun provides an update on the behaviour of the money market in the past year, as well as insights into how to benefit from this market in light of the current economic climate. He asserts that although the ECB’s LTRO has mitigated liquidity stress on the European market, peripheral issuers […]

Perspectives 28: "Political decision-making in Europe the main factor driving markets"

The June 2012 edition of Perspectives – titled “Political decision-making in Europe the main factor driving markets” – is now available. In this edition: • Editorial outlook: The moment of truth approaches • Macroeconomics: Eurozone crisis back with a vengeance • Strategy: Caution still the order of the day • Headline news from around the […]

Perspectives 28: “Political decision-making in Europe the main factor driving markets”

The June 2012 edition of Perspectives – titled “Political decision-making in Europe the main factor driving markets” – is now available. In this edition: • Editorial outlook: The moment of truth approaches • Macroeconomics: Eurozone crisis back with a vengeance • Strategy: Caution still the order of the day • Headline news from around the […]

The water challenge: An opportunity for potential superior risk adjusted returns

Sustainable long term forces are driving the water industry. Real water prices are on the rise, scarcity is expected to persist, and the usage of the resource is expected to explode. Our water fund manger Arnaud Bisschop presents the favourable outlook of the water industry in providing attractive risk adjusted returns for equity investors. The […]

The eurozone puzzle: How should investors position themselves?

Pictet Wealth Management’s Head of Asset Allocation and Macro Research Christophe Donay brings to light the optimal positioning investors should undertake in each of the potential paths Europe may follow on both a short term and a long term basis. The probabilities stated hereunder may evolve over time, as they depend on political decisions. In order to […]

The eurozone puzzle: its roadmap and outcomes

Pictet Wealth Management’s Head of Asset Allocation and Macro Research Christophe Donay elaborates on the scenarios and outcomes of the eurozone debt crisis discussed by Chief Investment Officer Yves Bonzon in his recent video. The Greek political crisis has become a tactical short term factor, because one of three possible scenarios will materialise before the […]

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