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  • Market insights

    Fight and be bold: the Private Equity mantra in overcoming the coronavirus crisis

    Private equity deals have been halted by poor visibility on the economic outlook, the impossibility of conducting on-site due diligence and the current scarcity of bank loans, as firms shift their focus to the health of portfolio companies. But this will be temporary, and if history repeats, bold investors might be rewarded.
    PE
  • Macroeconomy

    Weekly view - Back to basics

    The CIO's view of the week ahead
  • Currencies

    Whither major currencies?

    The US dollar is looking vulnerable, while prospects are improving for the euro and Chinese renminbi.
  • Commodities

    Improving momentum behind gold prices

    We have decided to adjust our projections higher to reflect low real rates and solid investment demand.
  • Commodities

    The oil market finds its balance

    A higher long-term fundamental equilibrium price combined with encouraging signs of economic recovery and restraints on supply point to a higher oil price.
  • Macroeconomy

    Weekly View - Case closed?

    The CIO’s view of the week ahead.
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Thematic

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  • Consumption
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  • Globalisation
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  • Beluah
    Sustainability

    Beulah’s founders understood early on that modern consumers want meaningful stories

  • Mater Henrik
    Sustainability

    Mater is turning the furniture industry’s thinking on its head

  • Twingtec
    Sustainability

    Rolf Luchsinger sees a future when ‘Wind Power 2.0’ replaces turbines

  • Avasara
    Sustainability

    A new form of sustainable and equitable education is being created at Avasara Academy

  • Famille
    Family Business

    The success of Gaja’s winery is built around tradition and innovation

  • Rahaf Harfoush
    Family Business

    The future trap

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Videos

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    Image

    Mater is turning the furniture industry’s thinking on its head

    By investing in both design and R&D, Henrik Marstrand, founder of Mater, has placed sustainability at the brand’s core without compromising on aesthetics.

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    Youtube

    Near-Term Investment Themes and Challenges

    Markets are pricing in fully several optimistic scenarios, yet there are attractive plays in investment grade credit and equities. Meanwhile, over the summer, we await a clearer picture on how realistic this optimism proves to be over the longer term.

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    Gaja

    The success of Gaja’s winery is built around tradition and innovation

    As the fifth generation of the family prepares to take on the mantle of running the business, they’re looking to replicate their father’s willingness to always do things differently.

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    Perspectives

    From the last 10 years to the coming one

    The end of 2019 marks an opportunity to review not only a year, but a decade in the economy and markets. We go into 2020 with some reason for continued caution but also grounds for optimism.

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    The year of the zodiac

    Pictet Perspectives 2020 – the year of the zodiac

    In 2020, like the calendar, the sequence of events will be key. We believe a recession will be avoided – although potential accidents will make this tentative, as the global economy slows and political risks remain elevated.

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    Investment Summit

    Pictet Investment Summit

    The Pictet Investment Summit is designed as a forum where a range of internal and external experts present their visions of the investment landscape.

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    Entrepreneurs

    The Entrepreneurs

    Video highlights from Pictet’s latest Entrepreneurs Summit in Geneva.

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    Value stocks start to make a comeback?

    Value stocks start to make a comeback

    Markets have reached new highs, but looking beneath the surface reveals a more complex picture.

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    Perspectives image

    Towards ‘Chinafication’

    With growth indicators faltering and markets unsettled, policy makers in advanced economies are being forced to look at new ways to prolong the expansion. In many ways, their concerns are the same as their Chinese counterparts’. Could (Should) they also adopt a Chinese economic policy style?

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    What can investors do in uncertain times?

    While a global recession may not be imminent, we are clearly late in the cycle and economies and markets are not immune from accidents. Certain well-defined investment themes are particularly relevant at this juncture, argues Pictet Wealth Management’s head of investments.

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    Opposing Forces

    Markets find themselves caught between opposing forces: on the one hand an ageing economic cycle and continued trade tensions; on the other, central banks intent on prolonging growth as long as possible, according to Christophe Donay, Chief Strategist and Head of Asset Allocation, Pictet Wealth Management. This tug of war, high valuations and evidence a lot of good news has already been priced in, mean we expect equities to trade sideways in the near term.

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    In Conversation With Cesar Perez Ruiz

    Head of investments and CIO at Pictet Wealth Management, César Pérez Ruiz says that something has to give when it comes to investment in 2019. While he expects economic growth to uptick in the second half of the year, the current climate of markets moving out of fear and geopolitical uncertainty – in particular the evolving relationship between China and the US – isn’t without its opportunities, especially if you’re prepared to trade fast and look for unintended consequences. For Latin American families, portfolio diversification is the key.

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    In Conversation with Rahaf Harfoush

    Anthropologist Rahaf Harfoush was in the Bahamas for 2019’s Latam Family Office Master Class to enlighten Latin American families on how shifting technology consumption is affecting how we interact with each other and redefining our belief systems. Despite the challenges for companies and individuals when it comes to navigating fake data and adapting to a new digital ethical landscape, she also argues that there are plenty of investor prospects, in terms of emerging digital markets that often start out on the fringes of the internet.

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    What we are watching for now

    Equity markets have reached new highs, extending the longest bull market in US history. However, César Pérez Ruiz, Head of Investments and CIO at Pictet Wealth Management, is conscious of complacency in markets and keeping protection on portfolios as tail risks remain. Geopolitical developments such as the potential escalation of Iranian tensions and drawn-out trade negotiations between the US and China, could send short-term volatility through markets.

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    What to expect from central banks this year

    Following the Fed’s recent dovish turn, we could expect other central banks to follow suit. However, according to Frederik Ducrozet, Strategist at Pictet Wealth Management, the ongoing trade tensions and idiosyncratic constraints facing central banks today could limit their room to manoeuvre. We expect the European, Japanese and Chinese central banks to contribute to rising global liquidity this year, more than offsetting any quantitative tightening by the Fed.

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    The “Three Amigos”

    2018 was a difficult year for markets and according to César Pérez Ruiz, Pictet Wealth Management’s Head of Investments and CIO, 2019 will be a year in which the “three amigos” will have to coexist. The bull will appear in economic deceleration, the bear in a democratic recession and the kangaroo across market dynamics.

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    In conversation with Claus Kjeldsen

    Consumers have today what Claus Kjeldsen, CEO of the Copenhagen Institute for Future Studies (Cifs), calls a “liquid identity”. This means trying to classify consumers by age and gender is no longer effective, and so Cifs studies future trends and scenarios through the lens of social and behavioural science, economics and technology. At the fifth Entrepreneur Summit in Geneva, Claus discussed how so-called strategic adaptation can be applied to inform guests on opportunities for growth and investment.

Publications

Download our Perspectives publications in five languages

  • Runner

    Perspectives April 2020 - Investing is like a marathon

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  • Zodiac

    Perspectives Special 2020 - The year of the zodiac

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  • Perspectives Oct-Nov V2

    Perspectives Oct.-Nov. 2019 A time for selectivity

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  • Pers. crop

    Perspectives Summer 2019 The era of economic slowbalisation

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  • Pers. crop

    Perspectives April-May 2019 The year of the doves

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  • Pers. crop

    Perspectives Special 2019 "The three amigos"

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