Pictet Group Managing Partner on Markets

Core Viewpoint - Raymond Sagayam, Managing Partner at Pictet Group, shares insights on macroeconomic risks and market opportunities, along with the firm's outlook for 2026 [1] Group 1: Macro Risks - The discussion highlights various macroeconomic risks that could impact market performance, emphasizing the need for careful analysis and strategic positioning [1] - Sagayam points out that geopolitical tensions and inflationary pressures are significant factors to monitor in the current economic landscape [1] Group 2: Market Opportunities - Sagayam identifies potential investment opportunities arising from market volatility, suggesting that certain sectors may benefit from the current economic conditions [1] - The firm is optimistic about sectors that are likely to thrive despite macroeconomic challenges, indicating a proactive investment strategy [1] Group 3: 2026 Outlook - Pictet Group's outlook for 2026 reflects a cautious yet optimistic perspective, with expectations of gradual recovery in global markets [1] - The firm anticipates that strategic investments in resilient sectors will yield positive returns in the long term [1]