Markets

Latest Markets Insights

Alternatives

The biotech firm building the drug-hunting factory of the future

With her climate-tech venture Sweep, Rachel Delacour has no time to lose

Private Assets, the ultimate form of active management: Myth or Reality?

Investing in infrastructure

The enduring relevance of endowment-style investing

Plus

Commodities & Metals

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

Plus

Currencies

Currency strength puts pressure on Swiss central bank

Currencies: US dollar

Our 2023 outlook for currencies

The search for income in FX markets

Moderate Swiss franc depreciation is on the cards

Limited upside potential for the USD against the euro

Plus

Equities

Pictet Wealth Management rolls out a new strategic asset allocation

Things look up for Chinese equities

Our 2023 outlook for developed markets equities

Our 2023 outlook for equity volatility

China: a time for active management

Our 2022 scenario for EM equities

Japan: a diversifier for equity portfolios

A lot of good news is already priced into Brazilian equities

Plus

Fixed income

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

Our 2023 outlook for German Bund

Our corporate bond outlook for 2023

Our 2023 core sovereign bonds outlook

Plus

Macroeconomics

Weekly house view | En attendant Powell

Weekly house view | Trump et Poutine se rencontrent enfin

Weekly house view | Inquiétudes sur le marché du travail

Weekly house view | Un accord a été trouvé

Weekly house view | Ignorer la défaite

Le modèle de l’investissement inspiré des fonds de dotation

Weekly house view | Cap ou pas cap?

Monthly house view | Juillet 2025

Plus

Perspectives

César Pérez Ruiz shares his “3 on the 3rd” for August

House View, August 2022

House View, July 2022

The evolution of corporate governance best practice

House View, June 2022

House View, April 2022

César Pérez Ruiz shares his “3 on the 3rd” for March

House View, September 2021

Plus

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