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Macroeconomia

Weekly house view | Cambiamento di regime alla Fed

Weekly house view | Un accordo... per firmare un accordo

Monthly house view | Giugno 2026

Weekly house view | I sorprendenti dati sull’occupazione spaventano i mercati

Barometro: confidiamo nei guadagni

Weekly house view | In attesa di un accordo

Weekly house view | Ambizioni SpaceX-traterrestri

In che modo una Fed guidata da Warsh potrebbe rimodellare le strategie di gestione degli asset

Weekly house view | Una accoglienza alla Warsh!

Weekly house view | Trump e Xi si incontreranno di nuovo

Barometro Maggio 2026

Weekly house view | Né guerra, né pace, né petrolio

Altre analisi

Investimenti
alternativi

IPO, IA e il moltiplicarsi degli unicorni: i temi che interesseranno gli investitori tecnologici del private equity nel 2026 e oltre

Investire nella salute attraverso i mercati privati in un contesto di cambiamenti globali

Uncertainty and tariffs: the impact on global real estate

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 e sostenibilità: misurare per migliorare

ASCO 2024: The art and science of cancer care, from comfort to cure

Altre analisi

Azioni

The long-term performance of Swiss equities and bonds (1900–2025)

Lessons from 40 years of company returns

Pictet Wealth Management rolls out a new strategic asset allocation

La collezione di Aarti Lohia è lo specchio del gusto e del percorso personale

Things look up for Chinese equities

Our 2023 outlook for developed markets equities

Our 2023 outlook for equity volatility

Altre analisi

Reddito fisso

The long-term performance of Swiss equities and bonds (1900–2025)

Catching fallen angels

The twin sell-off that signals a break with the past

Emerging-market bonds: 2024 outlook

Credit markets update

Bonds’ roller-coaster ride may not be over yet

Our 2023 outlook for Italian sovereign bonds

Altre analisi

Navigating Asia

Innovative Infrastructure for a Net Zero future

Why companies are increasingly focusing on a more purpose-driven approach

Anchoring your philanthropic efforts in Asia

From tradition to modernity―Eight ways that Asian philanthropy is evolving

Altre analisi

Commodity e metalli

Turbolenze sull’oro

The curious case of official gold demand

Our 2023 outlook for precious metals

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

Altre analisi

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