Pictet Group
Latest Markets Insights
Alternatives
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
With her climate-tech venture Sweep, Rachel Delacour has no time to lose
Commodities & Metals
Currencies
Currency strength puts pressure on Swiss central bank
Currencies: US dollar
Our 2023 outlook for currencies
Yen’s risk-reward profile becoming more attractive
The euro faces growing downside risks
The search for income in FX markets
Moderate Swiss franc depreciation is on the cards
Limited upside potential for the USD against the euro
Equities
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
China: a time for active management
Fixed income
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
Our 2023 outlook for German Bund
Macroeconomics
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
Perspectives
César Pérez Ruiz shares his “3 on the 3rd” for August
House View, August 2022
House View, July 2022
César Pérez Ruiz shares his “3 on the 3rd” for July
The evolution of corporate governance best practice
House View, June 2022
House View, April 2022
César Pérez Ruiz shares his “3 on the 3rd” for March
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