Latest Equities Insights
Rapporto speciale · 02 mar 2026
The long-term performance of Swiss equities and bonds (1900–2025)
Pictet Wealth Management has released the updated edition of its study on the long-term performance of Swiss equities and bonds. The analysis now extends back to 1900 – previously 1926 – and includes the performance of Swiss equities and Swiss franc-denominated bonds from 1900 to 2025.
Azioni · 26 apr 2024
Pictet Wealth Management rolls out a new strategic asset allocation
Yannick Bigeard, Head of Portfolio Structuring at Pictet Wealth Management, was interviewed by EQDerivatives on PWM's evolving strategic asset allocation and some important upcoming projects.
Rapporto speciale · 26 gen 2023
La collezione di Aarti Lohia è lo specchio del gusto e del percorso personale
Appassionata d’arte e filantropa, sostiene che diventare collezionista non sia mai rientrato nei suoi piani. Tuttavia, ora non solo è una voce autorevole, ma la sua opinione è tenuta in grande considerazione nel panorama dell’arte contemporanea.
Azioni · 17 gen 2023
Things look up for Chinese equities
Faster-than-anticipated re-opening together with a range of technical and fundamental factors mean we are raising our year-end forecasts.
Azioni · 22 dic 2022
Our 2023 outlook for developed markets equities
Margin pressure will stifle 2023 earnings growth.
Azioni · 21 dic 2022
Our 2023 outlook for equity volatility
Prospect of recession will feed into volatility, with a chance we see renewed skew steepening.
Azioni · 31 mar 2022
China: a time for active management
Despite signs of economic stabilisation and low valuations, we remain cautious on Chinese equities.
Azioni · 09 dic 2021
Our 2022 scenario for EM equities
Headwinds for emerging-market stocks will likely persist in 2022.
Azioni · 06 ott 2021
Japan: a diversifier for equity portfolios
Japanese stocks defied the negative performances seen elsewhere in developed markets in September and could outperform should global markets remain unsettled.
Azioni · 08 lug 2021
A lot of good news is already priced into Brazilian equities
Unexcited by their prospects for the rest of this year, we have lowered our stance on Brazilian stocks from overweight to neutral.
Azioni · 08 lug 2021
Where next for equities after a sparkling first half?
Despite the rapid recovery in earnings, we remain neutral on equities overall, seeing modest gains over the rest of the year.
