Pictet Group
Análisis y comentarios sobre los mercados
Macroeconomía
Monthly house view | June 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
Weekly house view | Temblores en el mercado de bonos
BRICS y multiactivos
BRICS+, aislacionismo estadounidense e implicaciones para el dólar
El auge de los BRICS+ y su relevancia para la renta variable emergente
Weekly house view | EE. UU. pierde su estatus "AAA"
Un nuevo orden mundial
Weekly house view | Fumata blanca
Monthly house view | Mayo 2025
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
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
Launch of a diversified multi-asset fund (CH)
Más