Pictet Group
Markets Insights
Makroökonomie
Weekly House View | USA verlieren AAA-Status
A new world order
Weekly House View | Weisser Rauch
Monthly house view | Mai 2025
Barometer: Zölle bringen Börsen zum Absturz
Barometer: Equities set for further falls as tariffs bite
Weekly house view | Farewell, Warren!
Weekly House View | China kämpft mit harten Bandagen
Weekly house view | Warten auf Trumps Kurswechsel
Weekly house view | Zoll-Zickzack
Monthly House View | April 2025
Liberation Day sell-off: Trump tariff blitz raises recession risk
Alternative Anlagen
European real estate: the core plus opportunity
Heimvorteil: Investments in europäische Wohnimmobilien
Co-Investments: Pictets Ansatz in Aktion
GLP-1: Opportunity for humanity, risk for big pharma
Fortune favours the bold: is it time to capitalise on real estate’s tailwinds?
Private Equity und Nachhaltigkeit: Wie Kennzahlen Verbesserungen ermöglichen
ASCO 2024: The art and science of cancer care, from comfort to cure
Fixed income
The twin sell-off that signals a break with the past
Unternehmensanleihen als Zufluchtsort vor den „Anleihewächtern“
Emerging-market bonds: 2024 outlook
Credit markets update
Bonds’ roller-coaster ride may not be over yet
Our 2023 outlook for Italian sovereign bonds
Our 2023 outlook for emerging-market bonds
Rohstoffe und Metalle
The curious case of official gold demand
Our 2023 outlook for precious metals
Energy crisis: how will Europe cope?
Switzerland’s energy vulnerability
Precious metals - Outshined by the Fed
Gold: ETF demand to the rescue!
Surge in energy prices delays expected peak in inflation
Gold and silver face near-term hurdles
Launch of a diversified multi-asset fund (CH)