Pictet Group
Market insights
Macroeconomics
Monthly house view | September 2025
Weekly house view | Fed: time to cut
Horizon 2025 | Turning inward
Weekly house view | Ishiba out, Bayrou next?
Barometer: Emerging markets more attractive than expensive US
Weekly house view | Tariffs hiccup
Weekly house view | The Fed put is back on
Weekly house view | Waiting for Powell
Weekly house view | Trump, Putin finally meet
Barometer: Balancing the risks
Weekly house view | We have a deal
Weekly house view | We have a deal
Alternatives
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
Unlocking hidden wealth: the rise of private assets
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 and sustainability: from measurement to improvement
Equities
Commodities & metals
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