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Latest Markets Insights

Latest Markets Insights

Alternatives

Alternatives · 2022年09月13日

With her climate-tech venture Sweep, Rachel Delacour has no time to lose

The co-founder and CEO of the French carbon-management platform wants to prove that it is possible to create value for investors and employees, while helping to protect the planet.

Alternatives · 2022年07月05日

General Atlantic’s Gabriel Caillaux on what it takes to be successful in private markets

Having worked for one of the world’s leading growth-equity investors for almost two decades, Gabriel understands that growth ‘doesn’t happen by miracle’. Here, he shares some valuable insights that are relevant for anyone interested in exploring private assets.

Alternatives · 2021年11月11日

Private Assets, the ultimate form of active management: Myth or Reality?

Jonathan Gray, president and chief operating officer of US private equity group Blackstone spoke recently to Pictet Wealth Management’s Chief Investment Officer César Pérez Ruiz about the macro background and how the market for private assets is changing.

Alternatives · 2021年08月17日

Investing in infrastructure

Infrastructure assets form the spine of an economy. They are the physical structures and vital services that connect society and facilitate its orderly operation. Typically capital-intensive to construct and with long operating lives, infrastructure assets produce inflation-adjusted revenues that generate long-term, sustainable cash flows. Due to high barriers to entry, these assets also tend to benefit from a relatively low price elasticity of demand.

Alternatives · 2021年04月21日

The enduring relevance of endowment-style investing

Endowment-fund investing continues to offer relevant lessons for long-term investors.

Commodities & Metals

Currencies

Currencies · 2022年10月04日

US dollar entering extreme territory

But short-term outlook for the US dollar remains positive.

Currencies · 2022年07月13日

Yen’s risk-reward profile becoming more attractive

How the interest-rate gap between the US and Japan evolves will likely remain the main determinant of the yen’s performance in the months ahead.

Currencies · 2022年07月08日

The euro faces growing downside risks

Having already declined against the US dollar this year, we have lowered our forecasts for the single currency to take account of the fall-out from energy concerns.

Currencies · 2022年04月27日

The search for income in FX markets

Currencies from secured commodity producers like the Norwegian krone and Canadian dollar will play a part in the eventual solution for Europe’s energy independence from Russia. This goes with our 2022 Income repression continues investment theme around the search for income in a low-yielding environment as high-quality cyclical currencies can offer an attractive interest rate for holding them and can also provide portfolio diversification benefits.

Currencies · 2022年02月16日

Moderate Swiss franc depreciation is on the cards

A central bank in no hurry to raise rates could mean the Swiss franc loses some ground to the euro in the coming months.

Currencies · 2021年12月01日

Limited upside potential for the USD against the euro

The USD has risen significantly against the single currency since mid-year. But it may find it harder to make sustainable progress against the euro in the medium term.

Equities

Fixed income

Fixed Income · 2022年11月01日

US Treasuries volatility is rising amid deteriorating liquidity

As we await tangible signs that the end of Fed rate hikes is near, we remain neutral on US Treasuries.

Fixed Income · 2022年07月28日

German and Swiss sovereign bonds update

We stay neutral on core sovereign bonds as we expect them to remain a safe-haven asset in case of economic recession or financial markets turmoil.

Fixed Income · 2022年07月25日

Italy government bond update

Given upside risks on 10-year Buoni Poliennali del Tesoro (BPT) yields we remain underweight euro periphery government bonds.

Fixed Income · 2022年06月30日

Treasury yields seen as heading down by year’s end

Expecting a lot of near-term volatility, we remain neutral on US government bonds for now.

Fixed Income · 2022年06月08日

Aggressive pricing hurts convertible bond market

Convertibles have had a hard time this year…but there is a silver lining.

Fixed Income · 2022年05月30日

More pressure on the renminbi, less on bonds

Monetary policy divergence could continue to weigh on the Chinese currency, while the closing of the yield gap means we have moved from an overweight to neutral on Chinese government bonds.

Fixed Income · 2022年05月06日

Close to a peak?

We expect the upward pressure on government bond yields to ease as the year progresses.

Fixed Income · 2022年04月13日

Looking for ‘safe’ carry

US investment-grade bonds could prove relatively resilient as conditions for credit become tougher.

Macroeconomics

Navigating Asia

Navigating Asia · 2023年06月23日

探索家族财富代代相传的奥秘

谈到财富传承，财富所有者通常最关注的是物质财富，而忽略了无形资产，如家族价值观和未来愿景。更重要的是要确定家族的使命以及实现使命的策略，这就如家族的指南针，将引导家族走上积极的人生道路。

Navigating Asia · 2023年03月29日

Innovative Infrastructure for a Net Zero future

The backbone of the economy needs a facelift if it is to help the world reach net zero. Here's how rapid advancements in innovative solutions, smart cities, and $94tn could shape our sustainable future.

Navigating Asia · 2022年07月14日

Anchoring your philanthropic efforts in Asia

Anchoring your philanthropic efforts in Asia

Navigating Asia · 2022年05月31日

From tradition to modernity―Eight ways that Asian philanthropy is evolving

There is a long tradition of charitable giving in Asia. In a region with a rich diversity of cultures, political systems and religious beliefs, philanthropy in Asia is quite distinctive.

Navigating Asia · 2022年01月26日

‘A force to be reckoned with’: What the next decade has in store for Asian economies

We sit down with Pictet Wealth Management Asia’s Head of Investments in Asia, Evelyn Yeo, to unpack the various opportunities and threats facing economies across the continent.

Navigating Asia · 2022年01月19日

Peggy Choi on building a business that ‘powers the new knowledge economy’

The entrepreneur believes that speaking with the right expert at the right time is the key to better decision-making. Lynk, a global company, makes those connections – fast and at scale.

Navigating Asia · 2021年12月15日

How a simple campaign grew into a plant-based powerhouse

David Yeung launched Green Monday as a way to reduce Hong Kongers’ meat consumption, but it has since blossomed into a global leader in the sustainable food movement.

Navigating Asia · 2021年12月09日

The rise of Asia’s next generation

How the heirs to the region’s business dynasties are doing things differently to previous generations.
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