Press Room - In The News
Media Kit
For journalists, partners, and conference organizers.
This media kit includes Karen Schwok’s official biography, Lucid Investments overview, approved photos, logo files, and selected media coverage.
Press contact: info@lucid-inv.com
News & Interviews
Our latest media coverage, expert commentary, and industry insights.
Has the S&P 500 Run Too Far, or Is There More Upside Ahead? | Interview with Sami Peretz
Galei Tzahal | 13.01.2026
Karen Schwok joined journalist Sami Peretz on Galei Tzahal to discuss why Israeli investors are returning to local indices — and whether the S&P 500 rally still has room to run.
In the interview, Karen explained how currency dynamics in 2025 have shifted the relative attractiveness of Israeli assets, and why Israel’s strong economic fundamentals continue to support long-term growth in the local market.
She also addressed the outlook for U.S. equities, noting that we are now entering the implementation phase of AI, and that a significant portion of large-cap revenues is generated overseas — making many companies less sensitive to dollar weakness. As a result, she believes there is still room for solid performance into 2026.
Is the U.S. Market Priced for Perfection? A Strategic View on Valuation and AI Risk
Channel 10 | 09.01.2026
Karen Schwok, CEO of Lucid Investments, examines whether the U.S. equity market is truly “priced for perfection” or whether valuations are distorted by the dominance of the so-called Magnificent 7 technology stocks.
By adjusting for large-cap tech, she shows how overall market valuations appear more balanced, while also reviewing recent earnings results and key macro factors supporting markets.
Karen highlights two central risks facing investors: the pace of AI adoption and the high level of interdependency among mega-cap companies, which could amplify volatility if expectations are not met.
The discussion offers a strategic perspective for high-net-worth investors navigating concentrated markets, elevated expectations, and a shifting global environment.
Israel’s Tech Outlook for 2026
Ynet | 31.12.2025
In a feature analyzing Israel’s high-tech outlook for 2026, Ynet highlights a shift from AI-driven hype to disciplined execution and sustainable business models. Karen Schwok was quoted alongside senior leaders from leading venture capital firms, global investment funds, and advisory institutions, emphasizing that while technological innovation continues to accelerate, the era of “growth at any cost” is ending — and capital in 2026 will increasingly favor durability, proven economics, and long-term value creation.
‘There’s the state of Israel, then there’s the state of Tel Aviv’: The industry chasing the big millionaires
YNET | 26.09.2025
In an in-depth feature published by Ynet Economy, Karen Schwok — Founder & CEO of Lucid Investments — was interviewed about the evolving wealth landscape in Israel, the growing shift of high-net-worth families toward private investment structures, and the rising demand for independent, transparent wealth-management services. Karen discussed the widening gap between Israel’s major wealth hubs and the financial reality of most households, the challenges of navigating volatile markets, and the need for sophisticated, conflict-free advisory for affluent families and entrepreneurs.
Karen Schwok’s Perspective on Investment Management in an Era of Market Highs and Elevated Valuations
Globes | 16.09.2025
In an interview with Globes, Karen Schwok — Founder and CEO of Lucid Investments and former Head of Investments at Pictet Family Office Israel — discussed the implications of today’s high market valuations, including the extended rally in the S&P 500 and the effects of AI-driven growth. Karen highlighted the behavioral and psychological aspects influencing investors at market peaks, as well as the importance of global diversification across sectors and geographies to mitigate risk. She emphasized the need for a renewed balance between opportunity and caution, noting that “clients must maintain an appropriate risk level in order to preserve long-term peace of mind.”
Calcalist podcast
Calcalist | 05.08.2025
Interview of Karen Schwok by Dan Kachanovsky, Scala-IL last week on the podcast “רכבת ההשקעות” to talk about how high‑net‑worth families can preserve and grow their financial legacy amid market turbulence. We discussed practical strategies for navigating today’s ever‑changing global environment — from smart asset allocation to multi‑generational wealth transfer — and the evolving role of wealth managers and family officers in such dynamic times. Full podcast
Is the Fed Ready to Reduce Interest Rates?
TV10 Israel | 30.07.2025
Karen Schwok participated in a panel discussion on Channel 10 together with Yaron Fridman, Head of Research at Bank Hapoalim, and Dr. Eli El Al, CEO of Fair Value Ltd.
The conversation focused on recent developments in the capital markets and the potential impact of the Federal Reserve’s interest-rate decision, as well as its broader implications for global trade and investor behavior.
Tariffs & Global Economy | Interview with Sami Peretz
Galei Tzahal | 06.04.2025
Karen Schwok joined journalist Sami Peretz on Galei Tzahal to discuss the new U.S. tariff measures and their potential impact on the global economy. Karen analyzed how the scope and speed of the tariffs caught markets by surprise, leaving limited time for supply-chain adjustments. While there may be strategic considerations behind the decision, many economists question its effectiveness — increasing uncertainty for investors and global companies. The conversation also touched on the growing risk of stagflation: slower economic activity combined with rising prices. Since consumer spending represents nearly 70% of U.S. GDP, any decline in household confidence could significantly weigh on growth.
Global Trade Dynamics
TV10 Israel | 09.04.2025
Karen Schwok had the pleasure of participating in a panel discussion on Channel 10 alongside Rami Dror and Moshe Maimon.
We explored recent developments in the capital markets and discussed the broader implications of the new tariff agreement between the U.S. and China — a deal that could shift global trade dynamics and investor sentiment in the coming months.
The Gold Rush
TV10 Israel | 11.03.2025
Gold has emerged as one of the top-performing assets in the last 12 months, showing growth of over 45%. Karen Schwok had the pleasure to discuss with Lee Sover on the Economy Channel (tv10israel). about the key drivers behind the surge in gold prices. Here are the main factors we explored:- The increasing fiscal debt and geopolitical uncertainties are prompting investors to turn to safe-haven assets like gold.- Central banks are strategically diversifying their USD reserves by incorporating more gold.- Concerns over tariffs and inflation are pushing investors towards the stability offered by gold.
Why Israeli Investors are interested in Swiss banks?
Market-IL EFG Bank Podcast | 10.03.2025
Karen Schwok recently joined Market Makers – IL, a new financial podcast hosted by Joseph Wolf and Michael Dadoun (EFG Bank), to discuss the key challenges Israeli investors face in wealth management and wealth transmission. The conversation explored why Swiss private banks have shown such strong interest in the Israeli market, how the landscape has evolved over the years, and what affluent families should consider when building long-term, globally diversified portfolios.
Gold Market Outlook | Interview with Sami Peretz
Galei Tzahal | 23.02.2025
In this segment from the “Economic Hour,” Karen Schwok, Founder & CEO of Lucid Investments, explains the forces behind the recent gold rally — a 12% rise over the past 3–4 months and nearly 45% over the past year — and the implications for global investors. Karen addressed the main drivers pushing gold higher:
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Heightened geopolitical tensions and a weaker U.S. dollar
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Expectations of interest-rate cuts by the Federal Reserve
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Strong demand from major central banks worldwide
Karen also discussed the link between U.S. inflation dynamics, Federal Reserve policy, and the broader impact on financial markets — including sentiment shifts, investor positioning, and sector performance.
Global Market Analysis
TV10 Israel | 05.01.2025
Karen Schwok, CEO of Lucid Investments Family Office, joined TV10 to discuss the key forces shaping global markets — from U.S. policy shifts to rising volatility across Europe.
Hosted by Inbal Omer with Vered Itzhaki, the conversation highlighted:
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Macro trends influencing markets
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Geopolitical and European instability
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Investor sentiment and risk management
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How HNW investors should navigate uncertainty
Economic and financial impacts of the judicial reform in Israel
i24News | 15.07.2023
Karen Schwok, Founder and CEO at Lucid Investments had the opportunity to share her thoughts on the economic impact of the current political developments at i24news (French edition). In the aftermath of the current political upheaval, many Israeli entrepreneurs are contemplating setting up entities abroad to mitigate the risks associated with exposing investors to a judicial system lacking oversight and protection. The consequences of this situation pose a clear and present danger to the Israeli economy.
New year resolutions: tips from Family Offices
TheMarker | 05.09.2022
As Covid-19 will most probably still be part of our lives in the next few months and stocks continue to break records, interest rates are still low, and inflation is starting to increase - what should investors do with their funds? We turned to some experts, financial planners at Family Office companies, who manage the investments and savings of wealthy families in Israel, and asked them how it is worthwhile for an ordinary Israeli family to plan their economic future. They have seven tips for you
The Global Economy will continue to grow on a fast track in 2022
Globes | 04.01.2022
2022 will be a complex year for investors: markets will continue to cope with inflation, and new variants of coronavirus, loads in the supply chain and uncertainty will continue to be high. But we are optimistic about the continued strengthening of the global economy with the likelihood of moderation of growth towards the end of 2022. Our premise is that decision makers, whether it's finance ministers, governments or central banks, will continue to do everything possible to keep the world from entering recession and an economic-financial crisis. View full article (HE)
The Israeli finance management sector is not ready for all the new rich techies
CTech | 10.06.2021
As funding rounds and SPACs created thousands of newly affluent professionals across Israel, Karen Schwok raised concerns about the industry’s ability to meet their evolving needs.
Over the previous 12 months, not only had many companies raised substantial capital or gone public at high valuations — generating significant wealth for founders — but an additional layer of executives also became wealthy at unprecedented speed.
Vaccines vs. variants: the race to immunize the developing world
Calcalist | 26.02.2021
Developing world struggles to get its shares of Covid vaccines - investors should take into account this could impact the global economic recovery.
The Rally Still Hasn’t Stopped: 2021 Trends in the Capital Market
Walla Finance | 24.01.2021
Karen Schwok offered an analytical perspective about the dominant forces shaping the capital markets in early 2021. She discussed the impact of central bank policies, liquidity injections, the strong performance of technology stocks, and the evolving market sentiment following the COVID-19 crisis. She offered a perspective on whether the momentum of 2020 was likely to continue into 2021.
The results of the US elections will create more visibility for investors. The vaccines are about to be administered. The markets will most certainly continue to perform well
Globes | 20.12.2020
Interview of Karen Schwok by Guy Ben Simon.
Karen shared her insights on the current various risks and opportunities that have strong influences on investors and capital markets.
"Biden tax plan won't have an effect before 2022"
Globes | 18.10.2020
Karen Schwok, Founder & CEO of Lucid Investments, was interviewed by Globes on the potential market impact of the U.S. presidential election. In the article, she analyzes how policy shifts—particularly around taxation—could affect investors, with a focus on small-cap equities, market sentiment, and the broader economic outlook.
A "new" tech revolution is coming and the winds of change will hit the U.S. first
CTech | 02.12.2020
In the next few weeks, investors need to position their asset allocation differently in light of what we call “the transition phase” – roughly defining the time period between the elections and the de facto taking of power. Not because Biden is bringing with him the “winds of change” to the markets but because he is carried on the windblown that’s already here. We obviously still have to wait and see whether or not the Democrats will gain the majority of the Senate but the technological trends we’ve been witnessing over the last few months will strengthen regardless. The ‘new’ tech revolution is yet to come for more traditional sectors in the US first and foremost. View full article.
Book building is becoming the most common practice in Israel
Calcalist | 13.10.2020
Karen Schwok was featured in Calcalist in an in-depth analysis of Israel’s evolving IPO market, examining the shift from traditional fixed-price offerings to book-building structures. The article explores how this model reshapes pricing discipline, the role of underwriters, and long-term stock performance—highlighting the structural changes influencing public listings on the Tel Aviv Stock Exchange.
6 common mistakes investors are doing
Globes | 16.4.2020
Covid-19: The strong volatility in the markets we've been experiencing over the last few weeks is encouraging investors to increase their exposure to equities. This article reflects our current outlook and insights on how to navigate during these turbulent markets. View full article (HE)
Black Monday & Corona Virus impact on financial markets
i24News | 09.03.2020
Interview of Karen Schwok by Jean-Charles Banoun.
Karen shared her insights on how the financial markets and the global economy could be significantly impacted by the rapid expansion of the corona virus. View full interview (FR)
Prepare yourself for the end of this fiscal year
Calcalist | 19.12.2019
As we are approaching the year end, investors who have accumulated this year significant capital gains shall capitalize on the current capital markets fluctuations to reduce their taxable gains.
View full article (HE)
U.S. Companies Take Advantage of Corporate Tax Cuts
Calcalist | 05.03.2019
Following major U.S. corporate tax reductions, many companies used improved profitability to lower debt and strengthen their balance sheets — boosting investor confidence.Recent S&P 500 earnings show that much of the momentum comes from higher efficiency and cost optimization, though sustaining this trend without central-bank support may prove challenging.
Israel: Popular Yet Complex Destination
Family Office Magazine | Autumn Edition 2017
According to a 2016 study by international consultancy New World Wealth, Israel has a particularly notable proportion of millionaire immigrants. Their global survey ranked Israel as the fourth most popular destination for migrating millionaires in 2015, following Australia, the United States, and Canada. The data shows that approximately 4,000 high-net-worth individuals relocated to Israel in 2015 alone. Given that roughly 37,000 immigrants and returning residents moved to the country that year, this means one in nine newcomers fell into the millionaire category. Read full article
Ex-Pictet CEO Karen Schwok Launches Lucid Investments, a New Wealth-Management Firm in Israel
Private Banker International | 01.09.2017
Karen Schwok — formerly CEO of Pictet Wealth Management Israel — founded Lucid Investments, an independent multi-family office dedicated to serving high-net-worth families and entrepreneurs.The firm was built to provide transparent, conflict-free international investment advisory, drawing on Karen’s decade of leadership experience at Pictet Wealth Management and her deep expertise in global wealth management.
Former Pictet Israel CEO Launches New Wealth Manager
Wealthbriefing Asia | 01.09.2017
In this article, Karen Schwok, former CEO of Pictet Wealth Management Israel, announces the launch of Lucid Investments, a new multi-family office and wealth management firm based in Tel Aviv. The piece highlights Lucid’s focus on serving high-net-worth individuals, particularly high-tech entrepreneurs, families, and trustees, with long-term investment management and strategic asset allocation. Drawing on over 15 years of experience working with entrepreneurial clients, Schwok positions Lucid Investments as a trusted partner in designing and implementing comprehensive, disciplined wealth strategies tailored to complex, evolving financial needs.
Karen Schwok, Marius Nacht’s Private Banker, Leaves Pictet to Found a Multi-Family Office
TheMarker | 21.08.2017
Karen Schwok concluded her role as CEO of Pictet Wealth Management Israel after more than six years, during which she led the bank’s operations for high-net-worth families and entrepreneurs.Following her tenure, she founded Lucid Investments, an independent wealth-advisory firm focused on transparent, conflict-free investment management and global family-office services tailored to the needs of affluent clients.
Brexit impact of the Financial Industry
Calcalist | 28.06.2016
Karen Schwok, then CEO at Pictet Israel. was interviewed by Eli Sharoni and discussed the possible impact the Brexit might have on the banking industry. Read full article (HE)
The Woman Managing the Wealth of Millionaires, Heirs and Tech Entrepreneurs
TheMarker | 04.05.2016
Karen Schwok — then CEO of Pictet Wealth Management Israel — was profiled by TheMarker for her leadership in the rapidly growing world of high-net-worth and tech-industry clients.The article highlighted her unique expertise in international wealth management, her work with global families and entrepreneurs, and her role in positioning Pictet among the leading wealth-management institutions operating in Israel.
Globes – Interview on Global Private Banking Trends
Globes | 04.07.2013
In this article, Globes interviewed Karen Schwok in her former role as the Head of Pictet Wealth Management Israel, where she discussed trends in global private banking, cross-border wealth management, and the growing interest of international investors in Israel.
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