Articles
03 Mar 2022
What is your management / work philosophy?
My philosophy is not complicated. By keeping a very concentrated portfolio, I can focus on my best ideas and be better informed about the risks and potential return of each investment.
What is yo...
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03 Mar 2022
Asset Allocation & Macro Research, Pictet Wealth Management.
Our central scenario is for the Fed to announced four quarter-point rate hikes by summer before marking a pause. Reduction of its balance sheet could start in June.
We expect ...
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03 Mar 2022
Pictet, a leading alternative investment manager, continues to strengthen its private equity offer with the new vintage of the successful Monte Rosa Co-Investment franchise. With a long history investing in private equity dating back to 1989, Pict...
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01 Mar 2022
The cocktail of increasing global geopolitical stress, an outbreak of war, overheating economies and hawkish central banks is a sour one. The tension in markets is palpable. ‘Return of capital’ considerations overshadow the ‘return on capital’ pri...
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28 Feb 2022
Stéphane Van Tilborg
La Financière de l’Echiquier continues to carry weight in Belgium, with new initiatives planned for the coming months.
Since 2018, Stéphane Van Tilborg has been Sales Manager for Belgium for La Financière de l’Echiquier. ...
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28 Feb 2022
Luca Paolini, Chief Strategist and Sabrina Khanniche, Senior Economist, Pictet Asset Management
Russia's invasion of Ukraine has unnerved investors. But the economic fallout from the conflict appears manageable.
Russia’s invasion of Ukrain...
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