Pictet Group
Macroeconomics Insights
Weekly house view | Peace in the Middle East, war at the Fed
Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives
Barometer: Cautious on equities as US flip-flops on tariffs
Tilting away from the US
BRICS+, US isolationism and the implications for the dollar
The rise of BRICS+ and what it means for emerging market stocks
The rise of BRICS+ and what it means for emerging market stocks
A new world order
Barometer: Equities set for further falls as tariffs bite
Liberation Day sell-off: Trump tariff blitz raises recession risk
Barometer: Emerging market assets offer refuge from Trump tariffs
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Emerging market economies are more resilient than investors realise
Emerging market economies are more resilient than investors realise
Barometer: Buying into Europe's Renaissance
Malaysia: back on the emerging market equities map
China isn’t turning Japanese
Barometer: US a bright spot as risks to rally multiply
Emerging market companies narrowing the sustainability gap
European direct lending in 2025: looking beyond the crowds
The 5 lessons investors should learn from 2024
Barometer: Sticking with stocks
French government collapses, what’s next?
Annual outlook for 2025
UK Autumn Budget: “Invest, invest, invest”
What does Trump’s victory mean for markets?
Trump wins US election, claims “powerful mandate”
Barometer: US stocks have more to give
The Ugly Truth
Future-proofing the grid: an electrifying endeavour
An economy in transition
We are more constructive on European government bonds
US election countdown
Conflicts, elections, corrections: navigating the noise in financial markets
Barometer: Emerging markets' turn to shine
The great German stagnation
Emerging market local currency sovereign bonds - Update
Fed: frontloading to secure a soft landing
Precious Metals: Gold
High yield credit: update
Core sovereign bonds: update
Policy normalization or labour market rescue?
Taking the pulse of Chinese household spending
Switzerland: macro update
Barometer: Conditions favour Swiss and financial stocks
Euro area private consumption
Euro area wages
Gearing up for change
A ‘new normal’ for large economies
The economic costs of a shifting geopolitical landscape
Global Equities - Taking stock after the shock
How efficient is monetary policy transmission in the UK?
Macro update: growth scare vs. recession risks
What if US imposes a 60% tariff on Chinese imports?
The BOJ’s path to normalising monetary policy
Precious Metals: Gold
The impact of US elections on asset classes
2024 US Election | High-stake agendas
Switzerland Update
France: Q&A on the way forward
Weekly house view | Fragile France
Barometer: Scaling back IT but still positive on stocks
Weekly house view | Down but not out
UK elections: “securonomics” vs. “bold action ”
France: political uncertainty and fiscal risks
Secular outlook 2024
Weekly house view | US presidency debate: first round
Data centres: embracing the impact of AI
Weekly house view | Macron’s gamble
European real estate: from headwinds to tailwind
Weekly house view | Europe turns right
France: high-stakes election
Monthly house view | June 2024
A shift in the pace, not in the path
Spread widening in credit could raise cash’s appeal
Barometer: Staying overweight equities as world economy avoids slowdown
Biodiversity bonds: the new frontier in fixed income markets
No more excuses — central bankers need to get back ahead of the curve
Weekly house view | Back to T+1 (after a century!)
US rate cuts delayed, not derailed
Weekly house view | UK elections on 4 July
Euro area wages: the final check
Barometer: Stars align for European equities
The risk of staying risk-free
In conversation with Nader Mousavizadeh
Barometer: A spring in the market's step
The Bank of Japan’s quiet revolution
Barometer: Tech's profit growth should continue to propel stocks
Weekly house view | Making history
Weekly house view | Bumpy ride towards 2% inflation
Monthly house view | February 2024
Barometer: A tactical opportunity emerges in equities
Weekly house view | S&P500
How do US elections impact monetary policy?
Perspectives 2024
Waning central bank support for the Swiss franc
Weekly house view | Enchanted economy
Weekly house view | Markets wait for earnings guidance
Monthly house view | January 2024
Weekly house view | Welcome to 2024: The great election year