The December 2012 edition of Perspectives – titled “2013: a challenge offering some hope in an unsettled climate” – is now available for download and online reading. In this edition: • Editorial outlook: No return without volatility • Macroeconomics: Global economy still in 3GD mode in 2013 • Strategy: Dark economic skies should give way […]
The September 2012 edition of Perspectives – titled “Global economy in 3GD mode” – is now available for download and online reading. In this edition: • Editorial outlook: Seeking defensive stocks • Macroeconomics: Prospects looking brighter for the second half • Strategy: Mario Draghi’s soothing words • Headline news from around the world: Monetary policy […]
The July 2012 edition of Perspectives – titled “EU summit not a real game-changer” – is now available for download and online reading. In this edition: • Editorial outlook: Nothing has changed • Macroeconomics: The Great Divergence still firmly in place • Strategy: European summit offers a little respite • Headline news from around the […]
600 guests gathered in Geneva at the Bâtiment des Forces Motrices for a night on the theme of the mysteries and surprises of the brain. The event was opened by Jacques de Saussure, Pictet’s senior partner, followed by Chief Investment Officer Christophe Donay who shared the bank’s views on economy and markets. The keynote presentation […]
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 […]
The March 2012 issue of Perspectives is now available for downloading. We start previewing the articles of this edition with the opening column by Chief Investment Officer Yves Bonzon. The anomalous case of defensive shares By shifting from an allocation structured on the basis of asset classes to one organised along the lines of strategies and risk […]
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