市场洞察
宏观经济
宏观经济 · 2026年09月28日
《本周观点》:Muse登场,市场瞩目
我们的首席投资官对未来一周的看法。
宏观经济 · 2026年09月21日
《本周观点》:习近平特朗普第二次会晤
我们的首席投资官对未来一周的看法。
宏观经济 · 2026年09月15日
AI与资源竞争下的长期投资逻辑
宏观经济 · 2026年09月14日
《本周观点》:债券,而非火热的PPI数据
我们的首席投资官对未来一周的看法。
宏观经济 · 2026年09月07日
《本周观点》:美联储静待CPI数据定调决策
我们的首席投资官对未来一周的看法。
宏观经济 · 2026年09月07日
2026年《银行观点》9 月刊
瑞士百达财富管理最新资产类别定位及投资主题。
宏观经济 · 2026年08月24日
《本周观点》:“贝森特看跌期权”
我们的首席投资官对未来一周的看法。
宏观经济 · 2026年08月17日
《本周观点》:市场聚焦美联储和零售企业
我们的首席投资官对未来一周的看法。
另类投资
另类投资 · 2022年09月13日
With her climate-tech venture Sweep, Rachel Delacour has no time to lose
The co-founder and CEO of the French carbon-management platform wants to prove that it is possible to create value for investors and employees, while helping to protect the planet.
另类投资 · 2022年08月03日
A closer look at the pitfalls and opportunities of investing in family businesses
另类投资 · 2022年07月05日
General Atlantic’s Gabriel Caillaux on what it takes to be successful in private markets
Having worked for one of the world’s leading growth-equity investors for almost two decades, Gabriel understands that growth ‘doesn’t happen by miracle’. Here, he shares some valuable insights that are relevant for anyone interested in exploring private assets.
另类投资 · 2022年05月05日
Multi-strategy – the ultimate diversifier?
A niche investment two decades ago, multi-strategy hedge funds have grown in popularity. As one of the pioneers of the approach, we look at its benefits and potential pitfalls.
另类投资 · 2021年11月11日
Private Assets, the ultimate form of active management: Myth or Reality?
Jonathan Gray, president and chief operating officer of US private equity group Blackstone spoke recently to Pictet Wealth Management’s Chief Investment Officer César Pérez Ruiz about the macro background and how the market for private assets is changing.
另类投资 · 2021年08月31日
The private road to tech
Who will be the next Apple, Amazon or Facebook?
另类投资 · 2021年08月24日
The opportunity to do well by doing good in real estate
The property industry is the largest consumer of energy. By making buildings more sustainable, we can help the environment and also boost returns for real estate investments.
另类投资 · 2021年08月17日
Investing in infrastructure
Infrastructure assets form the spine of an economy. They are the physical structures and vital services that connect society and facilitate its orderly operation. Typically capital-intensive to construct and with long operating lives, infrastructure assets produce inflation-adjusted revenues that generate long-term, sustainable cash flows. Due to high barriers to entry, these assets also tend to benefit from a relatively low price elasticity of demand.
股票
股票 · 2022年09月01日
The Swiss equity market: not to be ignored
Its defensive tilt explains a relatively high valuation.
股票 · 2022年05月13日
Better ways to feed the world
Food security has become an even more pressing global problem in the wake of the Ukraine crisis. Investors can help devise solutions – from farm to fork.
股票 · 2022年03月31日
China: a time for active management
Despite signs of economic stabilisation and low valuations, we remain cautious on Chinese equities.
股票 · 2021年12月09日
Our 2022 scenario for EM equities
Headwinds for emerging-market stocks will likely persist in 2022.
股票 · 2021年10月06日
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.
股票 · 2021年07月08日
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.
股票 · 2021年07月08日
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.
固定收益
固定收益 · 2022年11月01日
US Treasuries volatility is rising amid deteriorating liquidity
As we await tangible signs that the end of Fed rate hikes is near, we remain neutral on US Treasuries.
固定收益 · 2022年09月05日
Fixed income: where we stand
The rise in yields means that safe-haven bonds are part of the conversation again.
固定收益 · 2022年07月28日
German and Swiss sovereign bonds update
We stay neutral on core sovereign bonds as we expect them to remain a safe-haven asset in case of economic recession or financial markets turmoil.
固定收益 · 2022年07月25日
Italy government bond update
Given upside risks on 10-year Buoni Poliennali del Tesoro (BPT) yields we remain underweight euro periphery government bonds.
固定收益 · 2022年06月30日
Treasury yields seen as heading down by year’s end
Expecting a lot of near-term volatility, we remain neutral on US government bonds for now.
固定收益 · 2022年06月08日
Aggressive pricing hurts convertible bond market
Convertibles have had a hard time this year…but there is a silver lining.
固定收益 · 2022年05月30日
More pressure on the renminbi, less on bonds
Monetary policy divergence could continue to weigh on the Chinese currency, while the closing of the yield gap means we have moved from an overweight to neutral on Chinese government bonds.
固定收益 · 2022年05月06日
Close to a peak?
We expect the upward pressure on government bond yields to ease as the year progresses.
聚焦亚洲
聚焦亚洲 · 2023年06月23日
探索家族财富代代相传的奥秘
谈到财富传承,财富所有者通常最关注的是物质财富,而忽略了无形资产,如家族价值观和未来愿景。更重要的是要确定家族的使命以及实现使命的策略,这就如家族的指南针,将引导家族走上积极的人生道路。
聚焦亚洲 · 2023年03月29日
Innovative Infrastructure for a Net Zero future
The backbone of the economy needs a facelift if it is to help the world reach net zero. Here's how rapid advancements in innovative solutions, smart cities, and $94tn could shape our sustainable future.
聚焦亚洲 · 2022年07月14日
Anchoring your philanthropic efforts in Asia
Anchoring your philanthropic efforts in Asia
聚焦亚洲 · 2022年05月31日
From tradition to modernity―Eight ways that Asian philanthropy is evolving
There is a long tradition of charitable giving in Asia. In a region with a rich diversity of cultures, political systems and religious beliefs, philanthropy in Asia is quite distinctive.
聚焦亚洲 · 2022年01月26日
‘A force to be reckoned with’: What the next decade has in store for Asian economies
We sit down with Pictet Wealth Management Asia’s Head of Investments in Asia, Evelyn Yeo, to unpack the various opportunities and threats facing economies across the continent.
聚焦亚洲 · 2022年01月19日
Peggy Choi on building a business that ‘powers the new knowledge economy’
The entrepreneur believes that speaking with the right expert at the right time is the key to better decision-making. Lynk, a global company, makes those connections – fast and at scale.
聚焦亚洲 · 2021年12月15日
How a simple campaign grew into a plant-based powerhouse
David Yeung launched Green Monday as a way to reduce Hong Kongers’ meat consumption, but it has since blossomed into a global leader in the sustainable food movement.
聚焦亚洲 · 2021年12月09日
The rise of Asia’s next generation
How the heirs to the region’s business dynasties are doing things differently to previous generations.