Pictet Group
Markets Insights
Macroeconomics
House View, October 2022
Weekly View - Dodging the bullets
César Pérez Ruiz shares his top 3 investment themes of the month
UK: Mini budget, maxi risks
Weekly View - Interest rate blues
Weekly View – Goodbye and Thank You, Roger
Central bank pivots delayed, but still coming
Weekly View – End of an era
Alternatives
With her climate-tech venture Sweep, Rachel Delacour has no time to lose
A closer look at the pitfalls and opportunities of investing in family businesses
Multi-strategy – the ultimate diversifier?
Mapping cities
Private Assets, the ultimate form of active management: Myth or Reality?
Are real estate trends accelerated by the pandemic here to stay?
The private road to tech
Alistair Elliott on the growing power of private capital
Fixed income
More pressure on the renminbi, less on bonds
Close to a peak?
Bond investors need to understand the volatility cycle
Looking for ‘safe’ carry
Our 2022 scenario for corporate bonds
Our 2022 scenario for the UK economy and gilts
Tailwinds for euro periphery bonds
The European Bond Market - New Hegemon?
Navigating Asia
Anchoring your philanthropic efforts in Asia
From tradition to modernity―Eight ways that Asian philanthropy is evolving
‘A force to be reckoned with’: What the next decade has in store for Asian economies
Peggy Choi on building a business that ‘powers the new knowledge economy’
How a simple campaign grew into a plant-based powerhouse
The rise of Asia’s next generation
Asia’s family offices multiply
Third generation family fortunes