More Covid-19 related insights

Pictet Wealth Management

2 April — Podcasts

Covid-19 and investments: Pictet’s experts give their assessment

Listen to our podcasts on the ramifications of the virus outbreak, how Pictet Wealth Management is protecting portfolios and where it sees opportunities.

02.04 — Covid-19 crisis: Entering a new phase

02.04 — Dislocación del mercado, el camino que nos aguarda

31.03 — Immunità di gregge per gli investitori: gli anticorpi dei Policy Makers

30.03 — Dislocation des marchés, et après?

25.03 — Market Dislocation, the Road Ahead

20.03 — Policy responses to Covid-19 (Russian version)

17.03 — L'impatto della pandemia su economia e mercati

17.03 — Crise du Covid-19: réponses des autorités


31 March

Coronavirus is another blow to the UK economy

The virus has struck the UK at a time of much uncertainty about the country’s future relationship with the EU. We believe economic recovery will be muted and remain cautious on sterling.

Thomas Costerg, Senior US Economist, and Luc Luyet, Currencies Strategist


30 March

US policy makers fire the bazooka... but where will the shell land?

In spite of the impressive fiscal and monetary response to covid-19, the US will not avoid a recession. The question is how long and deep it will be.

Thomas Costerg, Senior US Economist


25 March

Our Global House View in the wake of Covid-19 

We see a desyncrhronised recovery in the global economy. But recession is inevitable, leading us to revise our scenarios for economies and major asset classes.

Asset Allocation & Macro Research team


23 March

Weely View - Closed for business

The CIO’s view of the week ahead.

César Pérez Ruiz, Head of Investments & CIO


16 March 

The Swiss National Bank is under pressure

Although the ECB’s decision not to cut rates may give it some breathing room, a Swiss rate cut will be a close-run thing.

Nadia Gharbi, Europe Economist


16 March

Weekly View - Black Thursday

The CIO’s view of the week ahead.

César Pérez Ruiz, Head of Investments & CIO


6 March

ECB preview: Damned if they don’t

As it contemplates its options for dealing with covid-19, we expect the ECB to announce a special lending facility that targets lending to small companies.

Frederik Ducrozet, Strategist, and Nadia Gharbi, Europe Economist


4 March

Covid-19’s impact on economies and financial markets

We are revising our growth forecasts for the world economy and asset classes in light of the growing fallout from the virus.

Asset Allocation & Macro Research team


2 March

Japan: GDP forecast revised down

Given the disappointing Q4 performance and the potential impact of the coronavirus, we have decided to revise down our GDP forecast for Japan in 2020.

Dong Chen, Senior Asia Economist


26 February

No break for Italian economy

Italy has become the country with the third-highest number of Covid-19 cases in the world after China and South Korea.

Nadia Gharbi, Europe Economist


25 February

Covid-19 risks to our core scenario

The spread of the virus beyond Asia poses risk to outlook for global growth and equities.

PWM Asset Allocation & Market Research


10 February

Coronavirus strikes at a delicate time for the global economy

It is still too early to assess the final impact of the outbreak but it is clear that Q1 economic data will be affected, particularly in Asia.

Jean-Pierre Durante, Head of Applied Research


5 February

China: 2020 GDP forecast revised down

The negative impact of the coronavirus outbreak should prove temporary and the cyclical recovery should resume.

Dong Chen, Senior Asia Economist

 

Pictet Asset Management

1 April

Barometer: Waiting for stimulus to kick in

Governments and central banks are battling hard to contain the economic effects of a global pandemic. While the stimulus should benefit riskier assets, we continue to tread carefully.

PAM Strategy Unit


23 March

Looking beyond the coronavirus - Ukraine and Egypt

Even in extraordinarily tough markets like we're currently experiencing, opportunities remain. Find out why Ukraine and Egypt could lead the way once we are past the worst of the Covid-19 outbreak.

Sabrina Khanniche, Senior Economist, & Nikolay Markov, Senior Economist


23 March — Webcast

Where next for markets? The views of our Pictet Asset Management Strategy Unit and Thematic Equities Team

With the global economy at the mercy of the coronavirus outbreak, investors should consider shoring up their defences in the near term.

PAM Strategy Unit, Thematic Equities team

Couldn't attend live? You should still register! We will send out the recording to all registrants.

Situation de marché au 17 mars et décisions d'allocation des gérants du fonds Pictet-Multi Asset Global Opportunities

Frédéric Rollin, Conseiller en Stratégie d’Investissement, et Marco Piersimoni, Gérant d’investissement

Vous n'avez pas pu assister au webcast? Inscrivez-vous quand même! Nous enverrons l'enregistrement à tous les inscrits.


13 March 

Into the void: helicopter money in the US

The helicopters may take off as the US Federal Reserve considers radical policy options to protect the virus-hit economy.

Steve Donzé, Senior Macro Strategist


The impact of coronavirus

12 March

The coronavirus outbreak has been the catalyst for one of the biggest market selloffs in decades. Luca Paolini, Chief Strategist at Pictet Asset Management, analyses the impact.


6 March

How low will we go?

The coronavirus is sending shockwaves through the economy and financial markets. It’s unclear how badly affected they’ll ultimately be, but history offers some clues.

Luca Paolini, Chief Strategist


3 March

Demystifying how to face down volatility

Equity markets have fallen sharply in recent weeks as the coronavirus spreads beyond China. While the sell-off is unsettling, investors should always resist the urge to take drastic action when markets stumble.

Shaniel Ramjee, Senior Investment Manager, Multi-asset Strategies


2 March

Barometer: Bulls laid low as virus spreads

The economic and financial effects of the coronavirus outbreak remain unclear. Which means we continue to take precautions.

PAM Strategy Unit


2 March

EM Monitor — The economic impact of the coronavirus

Pictet AM’s chief economist assesses the impact the virus could have on growth in China and emerging markets

Patrick Zweifel, Chief Economist


15 February

Why China’s targeted stimulus should limit the economic impact from the coronavirus

Writing in the Straits Times, Pictet Asset Management’s Patrick Zweifel and Steve Donze’ shed light on how Beijing's economic fight against coronavirus will unfold.

Patrick Zweifel, Chief Economist, Steve Donzé, Senior Macro Strategist


4 February

Barometer: Going viral

With the global economy at the mercy of the coronavirus outbreak, investors should consider shoring up their defences in the near term.

PAM Strategy Unit