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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 […]

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.

Euro area crisis: Spanish banking system bail-out

Spain’s government has finally decided over the week-end to seek international assistance. The precise amount of the loan has yet to be determined but could be up to €100 billion. The following 6 points summarize how the Spanish government will accept EU assistance. 1. The Spanish government has finally decided to seek international aid to address […]

Tricia Guild: "I want to see something innovative in every collection"

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 meet the founder of a design business that revolutionised the way people think about their living space, giving them access to contemporary lifestyles. Meet Tricia Guild, who […]

People’s Bank of China has lowered rates for the first time since 2008

Yesterday, the People’s Bank of China (PBOC) cuts of 25 basis points on both lending and deposit rates, suggesting that May data (industrial production, retail sales and loans) to be released Saturday 9 June may disappoint. The cuts also reflect Chinese authorities’ concerns over the growth slowdown and sends a strong signal that the government […]

Roadmap to catastrophe: What does this imply for financial markets? (3/3)

In this three-part article, Pictet Wealth Management’s head of financial market research Jean-Pierre Durante explains that although there is an inevitable mechanism driving Greece’s exit from the Eurozone, we are constructive on the matter in the short term. On a longer horizon however, the rescue of the Eurozone will depend on whether the EU continues to support […]

European Central Bank: “There is no silver bullet for this crisis”

The ECB Governing Council decided yesterday to leave interest rates unchanged, as expected. Mario Draghi, President of the European Central Bank, leaked however to the press that a few members were in favour of a rate cut. His assessment of the economic situation was slightly more bearish than one month ago. The euro area appears […]

Roadmap to catastrophe: Where are we headed? (2/3)

In this three-part series, Pictet Wealth Management’s head of financial market research Jean-Pierre Durante explains that although there is an inevitable mechanism driving Greece’s exit from the Eurozone, we are constructive on the matter in the short term. On a longer horizon however, the rescue of the Eurozone will depend on whether the EU continues to support […]

Dollar – Euro exchange rate: downward risks on the euro remain sizeable

Our view – expressed in March – that the euro would gain ground against the US dollar was clearly wrong. On the back of a violent re-intensification of the euro area sovereign and banking crisis, the euro fell heavily against the greenback recently: -5.6% since the beginning of May to USD1.25 per EUR currently. What […]

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