Hints and tips:
...Alexandre Tavazzi, global strategist and Asia chief investment officer for Pictet Wealth Management, said the outsize footprint of Chinese tech and property groups in Hong Kong had dragged on the city’s...
...Frederik Ducrozet, an economist at Pictet Wealth Management, said disruption to supply chains would push up the price of about a third of the basket of products used to calculate eurozone inflation at least...
...Via Frederik Ducrozet of Pictet: Via Julian Jessop (commenting on the UK data, but which shows a similar trend): We particularly liked this from Reuters’ Andy Bruce: So where does the truth lie?...
...Robeco, Federated Hermes’ investor adviser arm, Boston Common Asset Management, NEI Investments and Pury Pictet Turrettini & Cie, are also part of the investor group concerned about the risks Alphabet’s...
...bond yields fall, and this helps to put a floor under risky assets.Neil Shearing, Capital Economics “Investors should consider shoring up their near term defences,” said Luca Paolini, chief strategist at Pictet...
...Pictet Wealth Management has several in-house initiatives that focus on searching for, nurturing and retaining talent....
...One worry for Mr Adami at Pictet is the “hard Brexit” scenario in which foreign banks are forced to set up fully capitalised subsidiaries in the UK....
...Mr Castle previously worked for Pictet....
...EOS Hermes Investment Management Investec Asset Management Ircantec KBIGI Kempen Capital Management La Française Groupe Länsförsäkringar AB Legal and General Investment Management LGPS Central Ltd...
...Klaus Bockstaller, co-head of global emerging market equities at Pictet Asset Management, said it would have no impact on his portfolios....
...Pictet estimates that global capital expenditure on water stands at $800bn a year and it expects this to grow at 5 to 7 per cent a year....
...Swiss-owned Pictet Asset Management is watching Brexit talks closely, but feels it has enough offices to cope with any fallout....
...BAML also thinks markets are trapped in a ‘bubble of apathy’.Pictet points out that one off-beat indicator for recession risk could be found messing about in boats.Feeling bored?...
...The PAG Investment Solutions team will be led by Edgar van Tuyll, previously chief quant strategist at Pictet....
...Mr Mehta, who will be based in London, has worked in the past for Pimco and Pictet. • James Hambro & Partners (JH&P) has hired Camilla Cecil as an Asia-focused portfolio manager....
...● Doc Horn has moved to Pictet as head of total return equities to oversee $7.4bn across seven long-short funds....
...of consumer prices to stronger growth, but I suspect that the ECB will continue to expect lower unemployment to result in higher wage growth and inflation in 2018,” said Frederik Ducrozet, economist at Pictet...
...Eurozone GDP first estimates have been consistently revised upward, as this helpful chart from Frederik Ducrozet, an economist at Pictet, shows: Year-on-year, euro area GDP picked up to 2.5 per cent in...
...Julius Baer, the Swiss private bank which last year lost its chief executive to Geneva rival Pictet, has reported higher-than-expected profits for 2017....
...Pictet & Cie, Switzerland’s largest independent private bank, last year said it would allow its clients to domicile their wealth in the UK for the first time — a move it said was being demanded by its clients...
...The UK, says Pictet Asset Management’s Luca Paolini, is the cheapest developed equity market there is; it also has the cheapest currency and is distinctly unpopular with investors....
...Many of the low-tech, low-return funds have explicit “income” (also known as “dividend” or “high yield”) or “value” approaches, such as those managed by T Rowe Price, Polar Capital, Brandes and Pictet....
...Gertjan van der Geer, co-manager of the Pictet-Agriculture fund at Pictet Asset Management, says there are good opportunities in precision agriculture, an approach to farming that deploys techniques such...
...• Nicky Bloom has moved to Pictet Asset Management, the Swiss investment manager, as a senior product manager. She previously worked at Barings, the investment arm of MassMutual, the US insurer....
...Economics Yes John Llewellyn, Partner, Llewellyn Consulting Yes Laurence Boone, Chief Economist, AXA Group No, but it will fall below $1.05 Lorenzo Codogno, Founder and Chief Economist, LC Macro Advisors Ltd...
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