Pictet Group (@PictetGroup) / X

Pictet Group

1,402 posts

Pictet Group

@PictetGroup

Media hub of the #Pictet Group, an investment-led service company, leading independent #Wealth and #AssetManager.

Geneva, Switzerland

Joined March 2016

Pictet Group
@PictetGroup
8h
In the news this week: AI-resistant 'Halo' companies. Frederik Ducrozet, head of macroeconomic research and strategy at Pictet Wealth Management, discusses AI-resistant 'Halo' companies and their appeal in times of geopolitical instability and technological transformation. @fwred
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Pictet Group
@PictetGroup
Jun 10
Maria Vassalou, Head of Pictet Research Institute, joined @BloombergTV’s The Close to discuss the macroeconomic factors behind the recent AI sell-off. She highlighted the importance for AI investors to focus on sectors poised to benefit from AI advancements, consider the impact
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Pictet Group
@PictetGroup
Jun 9
ECB preview: "We expect the @ecb to hike its policy rate by 25bp at its meeting on 11 June, bringing the deposit facility rate to 2.25%. The overall tone is likely to remain #hawkish given still‑elevated energy prices and the latest data. #ECB President Lagarde is nevertheless
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Pictet Group
@PictetGroup
Jun 8
Pictet raises $1.53bn for sixth private equity co-investment fund. See the press release here: pictet.com/ch/en/corporat… #PrivateEquity #PE #coinvestment #investment
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Pictet Group
@PictetGroup
Jun 8
“Corporate profits are growing fast across the world,” notes @luca_paolini, Chief Strategist in the latest Barometer from @PictetAM, “Fundamentals are strong and resilient profit margins are underpinning equity markets so we upgrade from neutral to overweight.” Read the June
Barometer: In earnings we trust
From am.pictet.com
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Pictet Group
@PictetGroup
Jun 4
In the News this week: Bonds vs. Volatility Linda Raggi, head of macro and multi-sector fixed income at @PictetAM, makes the case for unconstrained fixed income and explains why it is well suited for an environment marked by high volatility. #InTheNews #PictetAssetManagement
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Pictet Group
@PictetGroup
Jun 1
“When you look at inflation expectation, or what is priced in for central banks, the market has been aggressive in repricing policy rates higher this year and also short-term inflation expectation. That has moderated a bit in Europe but there is still some juice there so we
Watch Trump Says Deal Will ‘Work Out Well’ Even as US, Iran Clash | The Opening Trade 6/1/2026 -...
From bloomberg.com
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Pictet Group
@PictetGroup
May 29
Pictet Alternative Advisors and Scantum DW have acquired a warehouse on a 22,000 square metre plot in Kerpen, Germany for the development of a modern logistics asset. With this acquisition, the joint venture is expanding its platform strategy, which now comprises two warehouses
Pictet Alternative Advisors and Scantum DW acquire another logistics asset in Kerpen – Launch of...
From pictet.com
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Pictet Group
@PictetGroup
May 28
In the news this week: Investors wake up to climate opportunities. Marie-Laure Schaufelberger, Chief Sustainability Officer at Pictet, explains why the largest oil supply disruption in history has put the build-out of clean energy back on investors' radar. #InTheNews
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Pictet Group
@PictetGroup
May 27
In the news: Billions of blockbuster #biotech M&A. David Braga Malta, private equity thematics principal at Pictet Alternative Advisors, explains why biotech M&A is on its strongest run in years and the profound implications for private-market investors.
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Pictet Group
@PictetGroup
May 19
Luca Paolini (@luca_paolini), Chief Strategist @PictetAM, spoke with Merryn Somerset Webb (@MerrynSW) about how the AI investment boom, strong corporate earnings and persistent US economic strength continues to support markets but warns that the era of US exceptionalism may be
Watch Why Investors Should Expect Lower Returns From Here - Bloomberg
From bloomberg.com
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Pictet Group
@PictetGroup
May 18
Is AI a gift or a curse? Graham Secker, equity strategy lead at Pictet Wealth Management, discusses the strong earnings momentum that is defying geopolitical uncertainty and explains why careful selection is needed to differentiate between hype and sound fundamentals.
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Pictet Group
@PictetGroup
May 13
“Investing in evolving technologies can be rewarding, but it is also risky, and distinguishing winners from losers is not straight forward. At Pictet, our approach is to tune out the noise of short-term cycles and focus on the trends impacting long-term investment opportunities.”
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