Equities Insights
Understand how the financial markets operates. Stay up to date with our latest equity market insights. Our insights train an expert lens on the equities market, examining topics such as market trends and asset allocation.
Special report · 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.
Equities · 22 May 2025
Lessons from 40 years of company returns
US policy is pushing investors to look beyond the US, a reallocation that is set to include private assets.
Equities · 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.
Equities · 17 Jan 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.
Equities · 22 Dec 2022
Our 2023 outlook for developed markets equities
Margin pressure will stifle 2023 earnings growth.
Equities · 21 Dec 2022
Our 2023 outlook for equity volatility
Prospect of recession will feed into volatility, with a chance we see renewed skew steepening.
Equities · 19 Dec 2022
Our 2023 outlook for emerging-market equities
Waiting for the stars to align.
Equities · 01 Sep 2022
The Swiss equity market: not to be ignored
Its defensive tilt explains a relatively high valuation.
Equities · 25 May 2022
Are luxury brands timeless? | Film
Pictet meets Stanislas de Quercize, former CEO of Cartier and Van Cleef and Arpels
Equities · 13 May 2022
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.
Equities · 31 Mar 2022
China: a time for active management
Despite signs of economic stabilisation and low valuations, we remain cautious on Chinese equities.
Equities · 09 Dec 2021
Our 2022 scenario for EM equities
Headwinds for emerging-market stocks will likely persist in 2022.
Equities · 06 Oct 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.
Equities · 08 Jul 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.
Equities · 08 Jul 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.
