Pictet Group
Macroeconomics Insights
Understand the complex interplay between macroeconomic factors and financial markets. Stay up to date with the latest macroeconomic insights. Our insights train an expert lens on the intricate workings of the global economy.
Weekly house view | Defiant in the defeat
Embracing endowment-style investing
Weekly house view | To taco or not to taco?
Weekly house view | You’ve got mail
Monthly house view | July 2025
Barometer: Equities enter slightly calmer waters
Weekly house view | Peace in the Middle East, war at the Fed
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
A new world order
Barometer: Equities set for further falls as tariffs bite
Liberation Day sell-off: Trump tariff blitz raises recession risk
Barometer: Emerging market assets offer refuge from Trump tariffs
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Emerging market economies are more resilient than investors realise
Emerging market economies are more resilient than investors realise
Barometer: Buying into Europe's Renaissance
Malaysia: back on the emerging market equities map
China isn’t turning Japanese
Barometer: US a bright spot as risks to rally multiply
Emerging market companies narrowing the sustainability gap
European direct lending in 2025: looking beyond the crowds
The 5 lessons investors should learn from 2024
Barometer: Sticking with stocks
Annual outlook for 2025
What does Trump’s victory mean for markets?
Barometer: US stocks have more to give
Barometer: Emerging markets' turn to shine
Barometer: Conditions favour Swiss and financial stocks
Barometer: Scaling back IT but still positive on stocks
Secular outlook 2024
Data centres: embracing the impact of AI
Barometer: Staying overweight equities as world economy avoids slowdown
Biodiversity bonds: the new frontier in fixed income markets
Barometer: Stars align for European equities
Barometer: A spring in the market's step
Private assets – the opportunity to uncover gems in an uncertain world
Weekly house view | Points to ponder for the Fed
Barometer: Tech's profit growth should continue to propel stocks
Later and Fewer
Taking on more duration
Barometer: A tactical opportunity emerges in equities
Gold rush
Barometer: Markets getting carried away
Barometer: Markets getting carried away
The investment landscape in 2024
Swiss economy and government bonds: 2024 outlook
Precious metals: 2024 outlook
Core government bonds: 2024 outlook
China: big shoes to fill
Bank of Japan, Japanese government bonds and yen
Secular outlook 2023
Q&A on the regulatory risks hanging over Chinese tech stocks