Tagesarchiv

Pictet | Frankfurt, 12.03.2018. Sehr geehrte Damen und Herren, anbei erhalten Sie den monatlichen Investor-Outlook von Pictet Asset Management mit dem Titel „China casts shadows over markets“ mit folgenden Kernaussagen: “The markets might be worried about a possible overheating of the US economy, but our biggest concern is China,” says Luca Paolini, chief strategist at Pictet Asset Management.

Jupiter| Frankfurt, 09.11.2016. Ariel Bezalel, manager of the Jupiter Dynamic Bond SICAV fund, comments on the outcome of the US presidential election: Donald Trump’s victory has raised the level of market uncertainty we can expect over the coming months and as such is likely to prove negative for risk assets (equities, credit spreads) in the short term. Conventionally, a risk off environment, in this case the end of the US election campaign resulting in a Trump victory, should benefit US Treasuries short …

Pictet | Frankfurt, 09.06.2016. “Economic momentum is slowing worldwide at a time when there is political upheaval in Europe and growing uncertainty over the direction of US and Chinese monetary policy,” says Pictet Asset Management’s chief strategist Luca Paolini. “Against this volatile backdrop, we have cut our equity exposure to neutral from overweight. We upgrade gold, a defensive asset that tends to do well in volatile times, to overweight from neutral. We remain underweight in bonds. Overall, we have reduced …

Pictet | Frankfurt, 01.03.2016. Sehr geehrte Damen und Herren, anbei finden Sie den aktuellen Market Brief von Pictet Wealth Management (PWM), der Wealth Management Einheit der Pictet-Gruppe. Christophe Donay, Head of Asset Allocation & Macro Research bei PWM in Genf, analysiert darin die Konsequenzen negativer Leitzinsen auf die Volkswirtschaften.

DNB| Luxemburg, 12.02.2016. – After a weak start in 2016, the stock markets appear to have stabilised – Macro statistics in rich countries disappointed big in January – Oil is traded at USD 31 a barrel, in January, prices fluctuated between USD 28 and 37 – Equities are in a correction phase rather than in a lasting slowdown – We are maintaining the neutral weight in equities in our tactical market outlook

 Pictet | Frankfurt, 08.04.2015. Sehr geehrte Damen und Herren, beigefügt erhalten Sie einen aktuellen Marktkommentar von Luca Paolini, Chefstratege bei Pictet Asset Management in London, zur aktuellen Asset Allocation. Wir freuen und über Ihr Interesse und senden beste Grüße, Oliver MOELLER, Head of Communication Germany & Austria, Tel. +49 69 79 5009 30, omoeller@pictet.com. Europe and Japan remain our favoured markets says Luca Paolini, Pictet Asset Management Luca Paolini, Chief Strategist Pictet Asset Management, explains why he still sees value …

 Pictet | Frankfurt, 19.03.2015. Sehr geehrte Damen und Herren, wir freuen uns, Ihnen anbei eine aktuelle Analyse von Nikolay Markov von Pictet Asset Management zur wirtschaftlichen Entwicklung in der Schweiz mit dem Titel “Switzerland: Darkest before the dawn” zuzusenden. Bei Rückfragen stehen wir Ihnen gerne zur Verfügung. Mit besten Grüßen, Oliver MOELLER, Head of Communication Germany & Austria, Tel. +49 69 79 5009 30, omoeller@pictet.com Switzerland: Darkest before the dawn Nikolay Markov, Economist: the Swiss economy is facing contraction and deflation in …