Video Articles

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.

The relevance of hedge funds

Some people wonder if the hedge fund industry is less performant because it has reached full capacity. Nicolas Campiche gives his views and explains what we should expect for the future and why hedge funds have a role to play in portfolios. Don’t forget that you can subscribe to our videos in iTunes.

Spanish bailout: history repeating

Head of Advisory Alexandre Tavazzi explains why the markets continued on a downward path after the Spanish bailout plan was announced. Don’t forget that you can subscribe to our videos in iTunes.

Managing assets with the Eurozone debt crisis in mind

Chief Investment Officer Yves Bonzon explains in the video below how to best manage assets with the Eurozone debt crisis in mind. “We are getting very close to a potentially defining moment in the European crisis. The catalyst of course will be whether or not Greece stays in the common currency, a decision that might […]

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 reason why European banks underperform U.S. banks

The valuation of European banks and U.S. banks have varied greatly over the last 3 years. Recently, European banks have greatly underperformed their U.S. counterparts. Alexandre Tavazzi, head of advisory at Pictet, explains in this video how the central bank responses to the financial crisis have impacted the recent trading activity.

The Great Divergence: public debt and global growth

The economic environment from developed countries changed radically in 2008, shifting from the Great Moderation with stable public debt and growing economies to the Great Divergence where public debt and economic growth pull in different directions. Christophe Donay explains the reasons behind this shift and the impact for investors on their asset allocation.

Video insight: the new normal is non-normal

In this video, Yves Bonzon explains why Pictet is going to make important changes in the way it allocates funds in its asset allocation framework.

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