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Pictet Group
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Market insights
Macroeconomics
The 2020s in historical perspective
Weekly house view | Bonds not Ha-PPI
Re-equitisation: investing in a high issuance era
Horizon 2026 – The race for resource sovereignty
Monthly house view | September 2026
Weekly house view | Fed waiting for CPI to decide
Barometer: Robust earnings growth to push equities higher
Weekly house view | Biggest oil deal in history
Weekly house view | The “Bessent put”
Weekly house view | All eyes on Fed and retailers
Weekly house view | Inflation anticipation
Barometer: Staying the course on equities
Alternatives
Your private equity portfolio needs a passport
Housing affordability, political optics and the limits of capital restrictions
IPOs, AI and the unicorn proliferation: The themes exciting private equity technology investors for 2026 and beyond
Investing in health through private markets amid global shifts
Uncertainty and tariffs: the impact on global real estate
European real estate: the core plus opportunity
Beyond stocks & bonds: why universities invest in private assets
Equities
Commodities & metals
Gold turbulence
Don’t write off gold
The curious case of official gold demand
Our 2023 outlook for precious metals
Our forecast for oil prices in 2023
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
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