Markets

Acceso clientes

Análisis y comentarios sobre los mercados

Macroeconomía

Weekly house view | Mercados nerviosos por unos datos dispares

Comercio global, flujos de capitales y el dólar

Barómetro: parece que el rally continuará hasta finales de año

Weekly house view | Esperando al Tribunal Supremo

Weekly house view | Permisividad con la inflación

Monthly house view | Octubre 2025

Weekly house view | Cucarachas en el mercado

El gran desacoplamiento digital

Weekly house view | Amenaza arancelaria 2.0 de Trump a China

Situación fiscal de EE.UU.: difícilmente sostenible

Weekly house view | Japón tendrá su primera mujer al frente del país

Barometer: Moving overweight equities as economy remains resilient

Más

Inversiones alternativas

Investing in health through private markets amid global shifts

Uncertainty and tariffs: the impact on global real estate

Beyond stocks & bonds: why universities invest in private assets

Unlocking hidden wealth: the rise of private assets

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

Más

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

Better ways to feed the world

China: a time for active management

Más

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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