by kschwok

// In the News


לוסיד השקעות פמילי אופיס

Corporate America goes on debt diet

Calcalist |  05.03.2019

US companies are finally listening to stock and bond investors that have been pressing Corps to cut their debt loads. 

Globes - bank deposits article

How to reduce Capital Gains Tax

Calcalist | 19.12.2018

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.

billboard_investment-strategy

ECB: Time to say goodbye to easy money?

Bizportal | 10.06.2018

In March, the European Central Bank dropped a long-standing pledge to increase its bond buying if needed, taking another small step in weaning the euro zone economy off protracted quantitative easing (QE).

Just how much recent economic and international developments are impacting the ECB’s plans to unwind QE could well make for a lively debate. Nevertheless, there are some of the key questions for markets investors are interested in.

Globes - bank deposits article

How to reduce Capital Gains Tax

Calcalist | 19.12.2018

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.

billboard_investment-strategy

ECB: Time to say goodbye to easy money?

Bizportal | 10.06.2018

In March, the European Central Bank dropped a long-standing pledge to increase its bond buying if needed, taking another small step in weaning the euro zone economy off protracted quantitative easing (QE).

Just how much recent economic and international developments are impacting the ECB’s plans to unwind QE could well make for a lively debate. Nevertheless, there are some of the key questions for markets investors are interested in.

shutterstock_769

What Happens When Interest Rate Rise?

Seeking Alpha |  15.04.2018

The last decade has been great for investors and corporations because we’ve been living in an era of low interest rate. As a result, Total Returns Investors had fantastic performances in fixed income portfolios and corporations benefited from significant lower financing costs. The US effective rate of interest paid by companies was around 5.50% back in 2007. It dropped to 3.75% in the last few years so that US companies actually “saved” 2% in costs of funding.

billboard_investment-strategy

ETFs Set to Take Over the World of Investing in 2019

Bizportal | 25.12.2017

Stock pickers, who once beat markets with their gut instinct and appetite for risk, will be relegated to second place in the minds of investors if money continues to flow into low-cost index funds at the current pace.
ETFs, which are almost always cheaper than similar mutual funds. They enable a great diversification at relatively low cost.

There were about 100 ETFs in 2002. Now, with almost 2,000 in the mix, investors have plenty of alternatives to actively managed funds

Globes - bank deposits article

Why you should look for alternatives for your bank deposits

Globes | 31.10.2017

Almost every investor sometimes faces the problem of cash sitting on is account. In the low-interest environment, it is always a problem. You do not want to hurry your stock investment decision, sometimes you have to wait for entry point longer. Sometimes, you do not feel comfortable to invest at the market highs and are waiting for a substantial correction.

We are in a period of rising interest rates. There is no doubt about it. Nevertheless, there are plenty of people who doubt that share prices will rise forever and are afraid of fall. Therefore, there is a legitimate question what to do with your cash you keep for investing in future. And how to keep earning on rising interest rates in the defensive and risk-averse way.

title

Israel: Popular Yet Complex Destination

Family Office Magazine |  Autumn Edition

A little less known fact about Israel is that it is a country built on immigration. About 40% of the country’s resident were born outside of it. A 2016 study by international consultancy New World Wealth, suggests that there is one cohort of people who have moved to Israel and that is millionaires. The company’s survey of millionaire migration describes Israel as the fourth most popular destination worldwide for migrating millionaires in 2015, after Australia, the United States and Canada. The survey claims that 4,000 high-networth individuals relocated to Israel in 2015. Since the number of immigrants and returning residents was around 37,000, that makes approximately one in nine new arrivals to the country a millionaire

Founder Lucid Investments Family Office

Former CEO at Pictet Wealth Management Israel establishes Lucid Investments

The Marker  |   21.08.2017

Karen Schwok,  Marius Nacht’s partner and Former CEO at Pictet Wealth Management Israel establishes Lucid Investments.


Tel Aviv University Alumni Association – Inspiring Senior Executives in 2017

Ynet   |   12.06.2017

Karen Schwok was selected as one of the 9 Inspiring Senior Executives among Tel-Aviv University Alumni in 2017, representing the Collar School of Management.


Karen Schwok Talks About Political Risks And Markets

i24News  |  12.12.2016

Karen Schwok, sits down to talk with i24 News about the US elections and how the markets have reacted so far.


’40 Promising Managers under 40′

The Marker  |  10.10.2016

Karen Schwok was honored to be selected among the top 7 managers in Israel under 40. Karen Schwok, CEO at Pictet Wealth Management Israel, spoke about the basic macro economic background of the Israeli economy.

Read more ( The Marker 40 Under 40)

Karen Schwok The Marker

Israel High-Net-Worth market trends

The Marker  | 04.05.2016

Karen Schwok, was interviewed about the activity of international banks operating in Israel and her view in respect of the needs of the Israeli clientele .


Read full article

discussion project

Brexit impact of the Financial Industry

Calcalist   |   28.06.2016

Karen Schwok, was recently interviewed by Yehuda Sharoni in Calcalist, a premiere Israeli business paper, where she discussed the possible impact the Brexit might have on the banking industry.

Read more ( Calcalist )

Karen Schwok Bizportal

Investing in Emerging markets Corporate bonds

Bizportal  |  27.05.2014

Karen Schwok interviewed by Bizportal. The article covers Pictet’s views on Emerging Markets corporate debts.

 

Read full article

Founder Lucid Investments Family Office

Tel Aviv University Senior Executives – Finance and Banking

Tel-Aviv University website   |  04.01.2014

Karen Schwok was selected among the Senior Alumni of Recanati Business School as top Manager in the Finance and Banking Industry in Israel.

Globes Karen Schwok

Karen Schwok , CEO Pictet Wealth Management Israel

Globes  |  04.07.2013

The interview covered the work of Karen as the CEO of Pictet Wealth Management Israel and her view in respect of the Israeli market.

 

Full interview in Globes

Call Us