Pictet Group @PictetGroup Twitter profile

Last Seen Profiles

@MEATERmade

@HossainJub30212

@just_a_holee

@Kendall75246620

@AslBulu03623907

@MaxWebb459

@carnivalizatio2

@hannah_taysmith

@albertogcatalan

@MindBodyEsports

@uofmschools

@rudeism

@notazmiqtr

@BrandyDigi21141

@skay94

@AlisonW91018860

@raceyzin

@Southern1Sports

@Loza0fficial

@thevaporz1

@sweetnikochan

@OCatholic

@MedicineMsia

@simrxxn

@tv2sport

@ZhuoliPan

@bNtipster

@stunnabey

@blablavatnyi

@Noname4297

@hoodieeeebrendo

@bjca

@PROTECTEDSPEAKR

@bibibratx

@TwonFlyguy

@asupanmuu18

Pictet Group

@PictetGroup

4 years

"Europe’s bonds, currency and stocks could become much bigger features of international portfolios." — @PictetAM 's Senior Economist @skhanniche on the investment implications of the EU recovery fund, which should boost markets and the Euro thanks to greater stability. #EUSummit

Europe's defining moment

am.pictet

15

81

521

Pictet Group

@PictetGroup

4 years

"The pandemic has meant an improvement in return expectations for private assets (private equity could reach over 10% avg. annual return in USD) and, paradoxically, for equities (6.5% for US equities)"– @ChristopheDonay , Head of Asset Allocation & Macroeconomic Research @PictetWM

Horizon 2020: long-term investing in a pandemic-marked world

pictet.com

12

57

444

Pictet Group

@PictetGroup

3 years

“As the rollout of vaccines continues apace, #EquityMarkets look set to enjoy strong support in 2021. We expect #stocks to build on their rally and rise around 10 per cent at a global level this year.” – @PictetAM Chief Strategist @luca_paolini

Barometer: A recovery we can believe in

am.pictet

1

10

296

Pictet Group

@PictetGroup

4 years

“ #Gold has soared higher in the past weeks, making all-time highs and moving above the USD2,000 per troy ounce threshold.” – See @PictetWM Currency Strategist Luc Luyet’s latest Flash Note on the development of the gold price.

Gold: Short-term breather likely

pictet.com

4

32

248

Pictet Group

@PictetGroup

3 years

“While we believe there are reasons to be cautious on gold in the short term, we maintain a relatively neutral stance over the medium term (6 months-projection at USD1,700) as we expect central banks to keep a lid on long-term interest rates.” @PictetWM ’s Luc Luyet

Gold’s revival could prove temporary

pictet.com

3

17

252

Pictet Group

@PictetGroup

3 years

Private Equity industry establishes first-ever LP and GP partnership to standardize ESG reporting. #ESGData

ESG Data Convergence Project

pictet.com

0

14

227

Pictet Group

@PictetGroup

3 years

“We look forward to introducing our global expertise and product offering to onshore investors, who are increasingly receptive to diversifying their investments as market uncertainties persist.” Junjie Watkins, CEO PAM Asia ex-Japan, on the opening of @PictetAM ’s Shanghai office

Pictet Asset Management opens Shanghai office

pictet.com

1

11

215

Pictet Group

@PictetGroup

4 years

“We expect world real GDP growth to be back in positive territory in Q3 and Q4 as #lockdown measures are eased, and revise upwards slightly our estimate of the 2020 world #realGDP growth from -4.1% to -3.9%.” – Read @PictetWM ’s Jean-Pierre Durante’s global #EconomicOutlook

Where are we in the global recovery process?

pictet.com

3

20

200

Pictet Group

@PictetGroup

3 years

"After contracting in 2020, we forecast real GDP growth in #EmergingMarkets to rise strongly in 2021, further widening the gap with developed markets. Growth will be led by the Asia ex Japan region (8.5 per cent)." @PictetAM Chief Economist @PkZweifel

Full steam ahead for emerging markets? Pictet AM's EM Monitor

am.pictet

0

14

203

Pictet Group

@PictetGroup

3 years

“China is set to overtake the US as the world’s largest retail market in 2021.” – @PictetWM Senior Asia Economist Dong Chen

PWM's Outlook for the Chinese economy in the year of the Ox

pictet.com

4

12

185

Pictet Group

@PictetGroup

3 years

"We believe that #ActiveManagement , structural growers and treating #volatility as an asset class in its own right remain even more relevant themes than before." - César Pérez Ruiz, @PictetWM

Ten Investment Themes for the Year ahead - Pictet Wealth Management

pictet.com

5

12

167

Pictet Group

@PictetGroup

3 years

“We expect emerging Asian stocks to gain nearly 12 per cent every year in the next half a decade – nearly double the pace of those in developed markets.” @PkZweifel and @luca_paolini on why #EmergingAsia assets will grab a greater share of global investors' portfolios

New Asian century: post-pandemic opportunity

am.pictet

2

15

154

Pictet Group

@PictetGroup

3 years

"One of the consequence of the pandemic is a 20% bigger debt across the world. Not all countries are equal when it comes to their capacity to pay the bills incurred by the pandemic, making country selection an important consideration for investors." - César Pérez Ruiz, @PictetWM

Ten Investment Themes for the Year ahead - Pictet Wealth Management

pictet.com

3

156

Pictet Group

@PictetGroup

3 years

“ ‘US exceptionalism’ looks largely priced into markets, as Treasuries have started to trade with reduced sensitivity to improving US data releases.” – @PictetAM ’s Head of Emerging Market Debt Mary-Therese Barton

1

6

133

Pictet Group

@PictetGroup

3 years

“The more actors set targets and redirect capital in ways that will reshape their economies or businesses, the more likely we are to transition at the speed we need to see.” Pictet Head of Group ESG & Stewardship @MarieLaureScha1 #EarthDay

A responsible vision: Our actions to tackle climate change

pictet.com

0

8

127

Pictet Group

@PictetGroup

3 years

“Despite the sharp rebound in US activity, we predict that the Fed will once again avoid sending signals about the reduction of its #QE . We still expect QE taper to start effectively in Q1 2022, some signals are likely be sent in the second half of this year.” @TCosterg

Fed preview: Patience is the watch word

pictet.com

0

7

119

Pictet Group

@PictetGroup

3 years

“Anything made from fossils can be made from a tree” – @PictetAM ’s Mikael Jafs on why sustainable forestry is both an interesting asset class for investors and also a key solution against global warming.

Timber: A negative CO2 footprint and an inflation hedge

am.pictet

0

12

130

Pictet Group

@PictetGroup

3 years

A glimpse of history: in this year’s Annual Review, we visit Ernest Pictet, Senior Partner of the Pictet Group from 1878 to 1909, at his summer house in Le Petit-Saconnex just outside Geneva. It is 1905. #AnnualReview

The Pictet Group Annual Review

pictet.com

1

7

115

Pictet Group

@PictetGroup

3 years

“M&A activity will pick up significantly – in sectors structurally damaged by the pandemic, we will have defensive M&A and event-driven managers will benefit from it.” - César Pérez Ruiz, @PictetWM

Ten Investment Themes for 2021 - Pictet Wealth Management

pictet.com

0

7

110

Pictet Group

@PictetGroup

3 years

“The #oilprice has outstripped our original forecast (+62% since September 2020), and global oil demand will likely increase by close to 4mbd by year end. We revised up our year-end price forecast for the barrel of Brent to USD69.” @PictetWM ’s Jean-Pierre Durante

Revising up our forecast for the oil price

pictet.com

2

10

111

Pictet Group

@PictetGroup

3 years

“We expect 30% earnings growth overall in markets” – @PictetAM ’s @SupriyaMenon8 on the outlook on financial markets, with #ValueStocks looking a better prospect than their growth counterparts in light of rising real rates.

Barometer of financial markets, April 2021: “Let the rally continue”

am.pictet

1

9

108

Pictet Group

@PictetGroup

3 years

“We expect China’s weighting in global indices to grow due to increased A share weightings and the increased influence and contribution to global GDP.” Kiran Nandra, Senior Client Portfolio Manager for Emerging Equities @PictetAM

Full steam ahead for emerging markets? Pictet AM's EM Monitor

am.pictet

2

8

96

Pictet Group

@PictetGroup

3 years

"Consumer-related and other #CyclicalSectors will benefit from the unleashing of pent-up demand as the economy reopens; among them, small companies as the operational leverage will be much more significant." – César Pérez Ruiz, @PictetWM

Ten Investment Themes for 2021 – Pictet Wealth Management

pictet.com

0

3

90

Pictet Group

@PictetGroup

4 years

“Two things investors can count on in 2020: corporate profits will drop sharply, and central banks will move mountains to keep the economy afloat.” — @luca_paolini , Chief Strategist @PictetAM

Barometer of financial markets July investment outlook - Pictet Asset Management

Barometer July multi asset investment outlook: Vast amounts of stimulus have underpinned the markets after the initial shock of the Covid-19 crisis. The question for investors now is whether such...

am.pictet

2

7

92

Pictet Group

@PictetGroup

4 years

“Led by China, emerging Asia is enjoying an earlier and stronger economic recovery than advanced economies, a development that is not yet discounted by the market.” – @luca_paolini , Chief Strategist @PictetAM

Barometer: A V-shaped recovery after all?

am.pictet

2

7

89

Pictet Group

@PictetGroup

4 years

“We are committed to bringing our highly experienced team to the financial capital of the world, as we expand our reach and explore new opportunities for @PictetAM in the United States.” Liz Dillon, CEO Pictet Asset Management (USA) Corp., on the opening of PAM’s New York office

Pictet Asset Management opens first US office in New York City

pictet.com

0

11

85

Pictet Group

@PictetGroup

3 years

“Although multi-national companies will find business conditions harsher, firms operating at more local level, particularly those with strong environmental credentials, should thrive.” Steve Freedman on one of 4 scenarios for a post-pandemic world, study by @PictetAM @cphfutures

Going viral: scenarios for a post-pandemic world

am.pictet

0

11

90

Pictet Group

@PictetGroup

3 years

⅓ of global food production depends on rivers - from irrigation, fisheries, deltas & flood recession agriculture. Healthy rivers will be central to future food security, indicates the new #RiversofFood study by @WWFLeadWater and supported by the Pictet Group Foundation.

Rivers of Food

panda.org

1

16

87

Pictet Group

@PictetGroup

3 years

Order the printed version of our recently published #AnnualReview to get a glimpse of our culture and discover our financial performance for the year 2020.

Order the Pictet Group Annual Review

pictet.com

0

8

85

Pictet Group

@PictetGroup

3 years

“The pandemic will change the shape of our cities – suburbs will continue to gain, but this does not mean the end of urbanisation.” Zsolt Kohalmi, Global Head of Real Estate, Pictet Alternative Advisors

Post-pandemic cities

am.pictet

1

9

84

Pictet Group

@PictetGroup

3 years

"The latest data suggest that the #ECB has increased the pace of gross #PEPP purchases, but not net purchases, creating some confusion. We expect Christine Lagarde to signal a further increase in the pace of asset purchases going forward.” – @fwred on tomorrow’s ECB meeting

0

13

82

Pictet Group

@PictetGroup

3 years

Slowing growth, rising inflation and less expansive monetary policy could act as a dampener on equity markets and riskier corporate bonds. #ECB #FED

Barometer July 2021

am.pictet

4

14

79

Pictet Group

@PictetGroup

4 years

”Ecological considerations in #CentralBanks ’ decision-making process may lead to ultra-low interest rates to facilitate public and private long-term investment. Returns from #FixedIncome instruments could suffer as a consequence.“ – @PictetWM ’s @ChristopheDonay

The price of the future

pictet.com

5

19

80

Pictet Group

@PictetGroup

1 year

Can central banks go broke? Of course not. But some are starting to record large financial losses as interest rates normalise. @fwred @nghrb @TCosterg dig into the complex topic of central bank losses and their potential implications.

Do central banks’ losses matter?

pictet.com

11

28

82

Pictet Group

@PictetGroup

3 years

We have just published the seventh Annual Review of the Pictet Group, an assessment of the previous year and a reflection of our thoughts for 2021. #AnnualReview

The Pictet Group Annual Review

pictet.com

2

6

74

Pictet Group

@PictetGroup

4 years

«Software remains the fastest-growing sector globally, with an expected double digit compounded annual growth rate over the next five years.» – @PierreStadler , Head of Thematic Private Equity, on the investment opportunities given by the ongoing digital transformation

The private road to tech

am.pictet

0

7

75

Pictet Group

@PictetGroup

4 years

“PE has the potential to continue to capture an ever-growing share of the equity market, as long as it succeeds in opening up to a wider range of investors and proves its potential to add value.” @SupriyaMenon8 on the trends shaping financial markets in the next 5 years @PictetAM

Secular Outlook 2020

am.pictet

0

10

69

Pictet Group

@PictetGroup

3 years

"The ECB’s overall asset purchases will probably halve in 2022" — @fwred on the need for the ECB to proceed carefully when recalibrating its QE programmes.

Doves have strong case against premature ECB tightening

pictet.com

1

7

67

Pictet Group

@PictetGroup

3 years

“Economic growth will soon slow but inflationary pressures could linger for some time, which means investors should consider a more defensive stance during the summer.” – @luca_paolini , Chief Strategist at @PictetAM

Barometer June 2021: “A little less growth, a little more inflation”

am.pictet

0

4

64

Pictet Group

@PictetGroup

3 years

Pictet Asset Management enters new phase in China with a registration as Qualified Domestic Limited Partner, enabling it to develop and offer QDLP products to qualified investors in China to invest in @PictetAM 's international strategies.

Pictet AM Enters New Phase in China with QDLP Registration

pictet.com

0

7

61

Pictet Group

@PictetGroup

4 years

“We expect neither inflation-based forward guidance nor additional #QE this week from the @federalreserve . But the pressure to ease more in the fourth quarter will grow.” – See @PictetWM US Economist @TCosterg ’s #FederalReserve meeting preview notes.

US - Fed meeting preview

pictet.com

1

9

53

Pictet Group

@PictetGroup

3 years

“ #EmergingMarkets will lead the economic recovery in 2021, propelled by China and supported by a weaker US dollar.” – @PictetAM ’s Chief Strategist @luca_paolini on the market outlook for 2021

The investment landscape in 2021 - Pictet AM Annual Outlook

am.pictet

0

5

57

Pictet Group

@PictetGroup

3 years

“It’s a further step in the direction of close cooperation between the Treasury and the Fed” – @PictetWM Senior US Economist @TCosterg on the nomination of #JanetYellen , former Chair of the @federalreserve , as US Treasury Secretary.

Janet Yellen's nomination as US Treasury Secretary

pictet.com

1

3

54

Pictet Group

@PictetGroup

3 years

China’s macro picture: strong external demand contrasted with a slower domestic economy. “We expect some back-loaded fiscal support in H2 to boost domestic demand.” @PictetWM 's Senior Asia Economist Dong Chen

China’s uneven recovery continues

pictet.com

1

7

57

Pictet Group

@PictetGroup

3 years

What’s on your Santa list for markets in 2021? “That #CentralBanks become a side show and we go back to fundamentals: inflation for #bonds , corporate earnings for #equities .” – @PictetAM Chief Strategist @luca_paolini

In the Footsteps of Luca Paolini

Ever wonder what a Chief Strategist does every day? Follow the footsteps of Luca Paolini, who recently delivered PAM’s Secular Outlook, our annual five-year ...

www.youtube.com

0

3

53

Pictet Group

@PictetGroup

3 years

“The most successful investors will help steer governments towards the path that boosts their credit ratings.” - @PictetAM ’s Head of Emerging Market Debt Mary-Therese Barton sets out the six pillars to #SustainableInvesting which are key to driving long-term ROI across #EMdebt

ESG and Emerging Market Debt – Taking the long view

am.pictet

0

3

52

Pictet Group

@PictetGroup

4 years

. @PictetWM Senior US Economist @TCosterg comments on the still undecided outcome of the #USelections and the implications for monetary and fiscal policy going forward.

0

4

44

Pictet Group

@PictetGroup

3 years

“The ECB reaffirmed its monetary stance, incl. its commitment to ‘significantly’ increase the pace of asset purchases in Q2. By June a stronger growth outlook may lead the ECB to gradually reduce PEPP purchases from Q3 while keeping the total €1,850bn envelope unchanged.” @fwred

1

11

45

Pictet Group

@PictetGroup

3 years

“In 2021, US dollar depreciation should remain a central theme due to significant weakening of the currency’s key advantages—a high yield and the US’s superior economic performance. Our 12-month projection for the EUR/USD rate is USD1.26” @PictetWM Currencies Strategist Luc Luyet

Our FX & Gold outlook for 2021 – Pictet Wealth Management

pictet.com

1

4

48

Pictet Group

@PictetGroup

4 years

“China is growing in importance thanks to its increasing role in the bond and equity indices.” – Renaud de Planta speaking about China’s role in the global financial markets, Pictet’s ambitions in Shanghai and New York, sustainable investing and business performance in H1 2020.

Pictet Senior Managing Partner Renaud de Planta's interview in L’Agefi

pictet.com

0

6

40

Pictet Group

@PictetGroup

3 months

«Our analysis suggests that since 1926, nobody who invested in Swiss equities for at least 14 years would have experienced a loss on their initial investment.” Pictet WM’s Jacques Henry, Nadia Gharbi and Djâafar Aballeche on the long-term study on shares and bonds in Switzerland

Long-term performance of Swiss equities and bonds

pictet.com

4

5

43

Pictet Group

@PictetGroup

4 years

“‘High levels of debt mean the focus of #CentralBanks has been moving beyond inflation targeting to look at the need to keep #BorrowingCosts low’” – see @ChristopheDonay 's piece on the changing debt dynamics across the world @PictetWM

The Great Divergence: growth slows, debt rises

pictet.com

5

6

41

Pictet Group

@PictetGroup

3 years

"Cyclical, infrastructure-related companies, particularly those that meet environmental criteria, are set to gain extra impetus in 2021 as governments rebuild their economies in the wake of the pandemic." - César Pérez Ruiz, @PictetWM

Ten Investment Themes for the Year ahead - Pictet Wealth Management

pictet.com

0

5

38

Pictet Group

@PictetGroup

3 years

“We believe in the long-term #EmergingMarkets offer the best value for investors. But EM can be subject to higher levels of volatility – our new strategy takes asset allocation decisions on behalf of the investor and smooths returns across the economic cycle.” Olivier Ginguené

Pictet AM launches Emerging Markets Multi Asset strategy

pictet.com

1

2

38

Pictet Group

@PictetGroup

3 years

“Companies that embrace water efficiency are rewarded through cost savings, a reduced risk of exposure to water shortages and changes in regulation, and are also more likely to win favour among increasingly environmentally conscious consumers.” Cédric Lecamp, @PictetAM

The water efficiency challenge

am.pictet

1

3

34

Pictet Group

@PictetGroup

3 years

“A @MorningstarInc article showed that among UK-listed funds, there were more funds run by men named David than there were run by women. Female underrepresentation in the fund industry is still an issue, and this has to change.“ – Elif Aktug, @PictetAM #InternationalWomensDay

Women in Times of Change – 'Found in Conversation' podcast

pictet.com

1

5

29

Pictet Group

@PictetGroup

5 months

“While gold is expected to appreciate moderately in 2024, its outperformance relative to other precious metals should end. Silver looks to us the most attractive of precious metals.” Pictet Wealth Management Currencies strategist Luc Luyet's 2024 outlook on precious metals

Precious metals: 2024 outlook

pictet.com

2

0

34

Pictet Group

@PictetGroup

3 years

"The more actors set targets and reshape their economies or business models, the more likely we are to transition at the speed we need to see” Pictet Head of Group ESG & Stewardship Marie-Laure Schaufelberger on @UNEP_FI Principles for #ResponsibleBanking reaching 200 signatories

UN Principles for Responsible Banking – Year One update

unepfi.org

1

3

34

Pictet Group

@PictetGroup

3 years

“Strong earnings momentum is offsetting rising risks this summer: Even if China is flexing its regulatory muscles and infection rates remain uncomfortably high, equities aren’t likely to suffer if the economic recovery continues.” @arun_sai , @PictetAM

Barometer August 2021: “No need for evasive action”

am.pictet

1

2

34

Pictet Group

@PictetGroup

3 years

”We expect emerging Asian equities to be the best-performing asset class over the next five years, with returns averaging around 11 per cent per annum in US dollar terms. Vietnam and India should do particularly well.” – Arun Sai, Senior Multi Asset Strategist at @PictetAM

The rise of emerging Asia

am.pictet

1

7

31

Pictet Group

@PictetGroup

3 years

FOMC meeting: Chairman Powell likely to indicate it’s still too early to slow bond purchases. QE tapering signal could be given at the Jackson Hole conference in late August. @TCosterg

Fed leaves MMT island this summer

pictet.com

1

3

32

Pictet Group

@PictetGroup

5 months

What does 2024 hold for investors? Chief strategist @luca_paolini shares @PictetAM 's 12-month economic and market outlook. #AssetAllocation #InvestmentOutlook #MultiAsset

The investment landscape in 2024

am.pictet

1

4

29

Pictet Group

@PictetGroup

3 years

. @PictetAM Senior Multi Asset Strategist @SupriyaMenon8 on the investment implications of the electoral outcome: “It favors a weaker dollar scenario, strong EM equities and currencies in a more benign risk environment, together with long term yields staying low.”

US elections 2020 – Investment implications

pictet.com

0

4

28

Pictet Group

@PictetGroup

5 months

“Bonds should deliver above-average gains in 2024, thanks to higher coupon income, weaker nominal GDP growth and a gradual shift in central bank monetary policies towards modest easing”, according to Arun Sai, Senior Multi Asset Strategist, @PictetAM

A bond revival beckons in 2024

am.pictet

2

6

31

Pictet Group

@PictetGroup

2 years

#ECB preview: “The ECB is widely expected to hike rates by 75bp at its 27 October meeting and to commit to additional tightening in the next few months.” @fwred , Head of Macroeconomic Research, Pictet Wealth Management

ECB preview: higher rates, tighter liquidity

pictet.com

2

8

32

Pictet Group

@PictetGroup

2 years

It’s never been more imperative that companies achieve sustainable water management. We’re pleased to join @CeresNews ' Valuing Water Finance Initiative to drive the large-scale change necessary to better protect water systems.

Ceres - Valuing Water Finance Initiative

ceres.org

1

5

29

Pictet Group

@PictetGroup

1 year

"The US and euro area economies should experience a mild recession in 2023. As a result, we expect volatility to be elevated - close to the level seen in the 1990 and 2001 recessions." Djâafar Aballeche, Senior Cross-Asset Specialist, at Pictet Wealth Management

Our 2023 outlook for equity volatility

pictet.com

1

5

25

Pictet Group

@PictetGroup

6 months

#FOMC preview: "Fed officials are mindful of robust economic growth and a strong labor market, but decelerating inflation, financial tightening, and geopolitical uncertainty will make the Fed proceed carefully." Xiao Cui, Senior Economist, Pictet Wealth Management

1

0

26

Pictet Group

@PictetGroup

7 months

Gauri Gill from Chandigarh, India is the winner of ‘Human’, the 10th cycle of the @PrixPictet , the leading photography award on sustainability, with her series Notes from the Desert (1999 – ongoing). #PrixPictet

Gauri Gill wins Prix Pictet ‘ Human’

pictet.com

0

3

27

Pictet Group

@PictetGroup

3 years

Don't miss our monthly asset allocation webcast next Wednesday 4 August with @PictetAM Senior Multi Asset Strategist @arun_sai , where he will focus in particular on the current #EarningsSeason . Register using the link below.

Webcast 'Where next for markets - focus on earnings' on 4 August 2021

am.pictet

0

2

23

Pictet Group

@PictetGroup

2 years

“If Russia cuts off its gas flows to Europe completely, Europe’s gas inventories would drop quickly and reach a bottom of 17% in March – a level that sits on the brink of requiring rationing – provided that we won’t experience a colder-than-average winter.” @JulienHoltz1 @fwred

Energy crisis: how will Europe cope this winter?

pictet.com

0

15

24

Pictet Group

@PictetGroup

4 years

“ #EmergingMarkets are better positioned for recovery than developed markets thanks to the lower share (54%) of the #servicesector in their economic activity” — Patrick Zweifel, Chief Economist @PictetAM @PkZweifel

0

5

23

Pictet Group

@PictetGroup

6 years

Last week, we heard a powerful and inspirational talk by Daniel Vais, founder of @Radical__Beauty and his colleague, model and dancer @sarah_gordy , to mark #WDSD18 . This extraordinary project combines #fashionphotography and models with Down Syndrome. #radicalbeautyproject

Culture Device

@culturedevice

6 years

We had the pleasure giving a talk at @PictetGroup for World Down Syndrome Day.

2

6

22

3

9

24

Pictet Group

@PictetGroup

2 years

ECB Preview: We expect the #ECB to bring its rates back to zero in two 25bp rises in March and June 2023, resulting in a less accommodative but not restrictive policy stance. @nghrbi @fwred

ECB heads toward slow policy normalisation

pictet.com

0

7

24

Pictet Group

@PictetGroup

3 years

“Due to China’s contained inflation, Chinese onshore bonds were relatively immune to spiking #UST yields, which would conventionally trigger an EM bond sell-off. Current yields have also partially reflected China’s macro recovery” Cary Yeung, Head of Greater China Debt @PictetAM

2

4

20

Pictet Group

@PictetGroup

1 year

"Since 1926, nobody who invested in Swiss equities for at least 14 years would have experienced a loss on their initial investment." – Pictet Wealth Management's @nghrbi , Jacques Henry and Djâafar Aballeche on the long-term study on #shares and #bonds in Switzerland.

Historical performance of shares and bonds in Switzerland (1926-2022)

pictet.com

1

7

22

Pictet Group

@PictetGroup

10 months

“In order to push back against a resurgence of rate cuts expectations, central bankers may have to keep threatening to hike rates even when they become more confident about the #inflation outlook” @fwred , Head of Macroeconomic Research, at Pictet Wealth Management. #CentralBanks

(Slightly) higher for longer

pictet.com

2

3

21

Pictet Group

@PictetGroup

4 years

At this week’s #FOMC meeting, @PictetWM ’s @TCosterg expects the #Fed to maintain rates/QE on hold while still signaling that it has “the finger on the trigger – that it stands ready to ease policy more."

A heavily constrained Fed

pictet.com

0

1

19

Pictet Group

@PictetGroup

1 year

"The US dollar is likely coming off a major peak, suggesting a decline in 2023 (12- month projection at USD1.10 per euro). But we see scope for a rebound in the US dollar in the next few months (three-month projection at USD1.00 per euro)." PictetWM's Luc Luyet

Our 2023 outlook for currencies

pictet.com

2

4

18

Pictet Group

@PictetGroup

1 year

2023 global macro outlook: A mild recession and a sluggish decline in inflation will keep central banks on alert - Pictet Wealth Management’s Macroeconomic Research team @fwred @nghrb @TCosterg

Pictet Wealth Management: global macro outlook for 2023

pictet.com

0

9

22

Pictet Group

@PictetGroup

10 months

“Despite one of the most aggressive monetary tightening cycles in history, the US and the euro area are currently two-speed economies, with a robust services sector expanding alongside sluggish manufacturing output.” Pictet Wealth Management's Xiao Cui & @nghrbi .

Two-speed economies in the US and Europe

pictet.com

1

21

Pictet Group

@PictetGroup

3 years

“Our analysis of historical returns shows that over the last 95 years (with the exception of the 1929 crash), no losses were incurred on investments in Swiss equities of more than 13 years duration.” See @PictetWM 's long term study by @nghrbi and Jacques Henry. #SwissEquities

Performance of shares and bonds in Switzerland (1926-2020)

pictet.com

1

3

21

Pictet Group

@PictetGroup

5 years

Ever wonder what a Chief Strategist does every day? Follow the footsteps of @luca_paolini , who recently delivered @PictetAM ’s Secular Outlook, our annual five-year asset class and market outlook (available to read on our website) #PictetPeople #SecularOutlook2019

0

8

22

Pictet Group

@PictetGroup

6 years

. @andreborschberg , @solarimpulse co-founder, came to Pictet this week and reminded us that as leaders in sustainable investing, we can accelerate the global transition to a low carbon economy by directing capital towards environmental technology. #PictetResponsibility #Cleantech

0

4

20

Pictet Group

@PictetGroup

4 years

“Pictet plans to open offices in Shanghai and New York by Q4 2020” — Senior Partner Renaud de Planta comments on the stable first-half 2020 figures of the Pictet Group, which remains geared for expansion and continues to invest in new staff and technology.

Pictet announces first-half 2020 figures

pictet.com

1

8

21

Pictet Group

@PictetGroup

7 months

#ECB preview: “We expect the ECB’s Governing Council to maintain the current policy rates at this week’s monetary policy meeting.”, @nghrbi , Senior Economist, at Pictet Wealth Management

1

0

19

Pictet Group

@PictetGroup

1 year

#FOMC preview: another downshift but no pause “The #FED looks likely to raise rates by 25bps on 1st February”, says @TCosterg , Senior US Economist, Pictet Wealth Management #Powell

0

2

17

Pictet Group

@PictetGroup

8 months

In this podcast episode, journalist, author, and comedian @VivGroskop and Pictet’s Global Head of Branding Isabelle von Ribbentrop discuss confidence at work, and how it can be taught without sacrificing authenticity #FoundInConversation #HowToOwnTheRoom

Summer Special: Confidence in Full Bloom

pictet.com

0

20

Pictet Group

@PictetGroup

1 year

2023 Oil Scenario Oil prices to increase after temporary weakness - Jean-Pierre Durante, Head of Applied Research, at Pictet Wealth Management

Our forecast for oil prices in 2023

pictet.com

3

1

20

Pictet Group

@PictetGroup

1 year

"2023 brings the promise of emerging markets." – @PictetAM Chief Strategist @luca_paolini on the outlook on financial markets.

Barometer: After the storm

am.pictet

2

3

19

Pictet Group

@PictetGroup

1 year

#ECB preview: staying the course until March. “The ECB has no real choice but to hike rates by 50bps this Thursday and to reiterate its hawkish guidance from December” - @fwred , Head of Macroeconomic Research and @nghrbi , Senior Economist at Pictet Wealth Management

1

4

18

Pictet Group

@PictetGroup

6 months

We are pleased to announce that Pictet Wealth Management was awarded ‘Best Private Bank in Europe’ and ‘Best Private Bank in Switzerland’ (for the 12th year running) at the 2023 Global Private Banking Awards, organized by @FT_PWM #GPBA23

Wealth management

pictet.com

1

2

19

Pictet Group

@PictetGroup

6 months

"Core #CPI slowed sequentially and came in weaker than consensus expectation, increasing 0.227% MoM. This is another step in the right direction in inflation fight, and should be welcome news for the FOMC." Xiao Cui, Senior Economist, Pictet WM

2

0

15

Pictet Group

@PictetGroup

1 year

“China’s abrupt opening is bound to cause upheaval throughout the world economy. But the benefits of its return will outweigh the risks, boosting the prospects of #emergingdebt without destabilising developed #fixedincome markets.” @PictetAM 's Mickael Benhaim & @PkZweifel

Why China's re-opening could be a blessing for emerging market bonds

am.pictet

1

6

18

Pictet Group

@PictetGroup

4 years

“We now expect the ECB to announce a second and last expansion in the #PEPP envelope, by €500bn to €1.85tn, in September 2020” — @PictetWM Strategist Frederik Ducrozet @fwred on today’s #ECB press conference

1

7

17

Pictet Group

@PictetGroup

3 years

Earth Overshoot Day: 20 December 1971, 11 November 1981, 9 October 1991, 21 September 2001, 3 August 2011, and 29 July in 2021. With an exception last year, 22 August 2020, #EarthOvershootDay has arrived earlier nearly every year since the 1970s. #movethedate @EndOvershoot

Earth Overshoot Day: why we can't return to a pre-pandemic world

am.pictet

2

1

17

Pictet Group

@PictetGroup

3 years

The Pictet Group is announcing the appointment of two new managing partners effective September 1: Elif Aktuğ and François Pictet will be the 44th and 45th managing partners in the 216-year history of the firm. #PictetNews

2

5

17

Pictet Group

@PictetGroup

2 years

“Less of the same: Investors should brace for positive but below average returns in 2022” – @PictetAM Chief Strategist @luca_paolini on the investment landscape in 2022.

Pictet Asset Management's Annual Outlook 2022

am.pictet

0

1

17

Pictet Group

@PictetGroup

3 years

"Stepping on the gas" - Read the Weekly View of Pictet Wealth Management's Chief Investment Officer.

The CIO’s view of the week ahead

pictet.com

0

1

16

Pictet Group

@PictetGroup

2 years

"Tougher funding conditions are a significant hurdle in the near term, but we still see private equity providing a return premium over public equities in the long term" Jacques Henry, Head of Equities, and Djâafar Aballeche, Senior Cross-Asset Specialist, Pictet Wealth Management

Challenges face private equity

pictet.com

2

1

16