Pictet Group
Market insights
Macroeconomics
Horizon 2025 | US fiscal situation: hardly sustainable
Barometer: Moving overweight equities as economy remains resilient
Barometer: Emerging markets more attractive than expensive US
Barometer: Balancing the risks
Embracing endowment-style investing
Barometer: Equities enter slightly calmer waters
Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives
Barometer: Cautious on equities as US flip-flops on tariffs
Tilting away from the US
The rise of BRICS+ and what it means for emerging market stocks
BRICS+, US isolationism and the implications for the dollar
Barometer: Equities set for further falls as tariffs bite