Markets

Análisis y comentarios sobre los mercados

Macroeconomía

Weekly house view | ¿Amenaza firme o nueva marcha atrás?

Monthly house view | Julio 2025

Weekly house view | Tienes correo

Barómetro: la renta variable entra en una fase algo más calmada

Weekly house view | Paz en Oriente Próximo, guerra en la Fed

Secular Outlook 2025: previsiones de rentabilidad a cinco años para renta variable, renta fija, divisas y activos alternativos

Weekly house view | EE. UU. ataca las instalaciones nucleares de Irán

Weekly house view | Guerra en Oriente Medio

Monthly house view | Junio 2025

Weekly house view | Divorcio Trump-Musk

Barómetro: prudencia en renta variable ante los vaivenes arancelarios de EE.UU.

Weekly house view | Juicio a los aranceles

Más

Inversiones alternativas

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 y sostenibilidad: medir para mejorar

ASCO 2024: The art and science of cancer care, from comfort to cure

Countercyclical strategies: finding alpha in a crisis

The genuine potential of artificial intelligence

The biotech firm building the drug-hunting factory of the future

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Renta variable

Lessons from 40 years of company returns

Pictet Wealth Management rolls out a new strategic asset allocation

Things look up for Chinese equities

Our 2023 outlook for developed markets equities

Our 2023 outlook for equity volatility

Are luxury brands timeless? | Film

Better ways to feed the world

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Renta fija

Catching fallen angels

The twin sell-off that signals a break with the past

Emerging-market bonds: 2024 outlook

Credit markets update

Bonds’ roller-coaster ride may not be over yet

Our 2023 outlook for Italian sovereign bonds

Our 2023 outlook for emerging-market bonds

Más

Navegando por Asia

Innovative Infrastructure for a Net Zero future

Why companies are increasingly focusing on a more purpose-driven approach

Anchoring your philanthropic efforts in Asia

From tradition to modernity―Eight ways that Asian philanthropy is evolving

Más

Materias primas y metales

The curious case of official gold demand

Our 2023 outlook for precious metals

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

Más

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