Pictet Group
Market insights
Macroeconomics
A ‘new normal’ for large economies
The economic costs of a shifting geopolitical landscape
Gearing up for change
Global Equities - Taking stock after the shock
How efficient is monetary policy transmission in the UK?
Monthly house view | August 2024
Macro update: growth scare vs. recession risks
Weekly house view | The Good, the Bad and the Ugly
Weekly house view | “R” for rotation
Weekly house view | Out of the race
What if US imposes a 60% tariff on Chinese imports?
The BOJ’s path to normalising monetary policy
Alternatives
ASCO 2024: The art and science of cancer care, from comfort to cure
Countercyclical strategies: finding alpha in a crisis
GLP-1: Opportunity for humanity, risk for big pharma
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
Infogrid is protecting the planet by making buildings smarter
Equities
Japanese equities | A cyclical market driven by structural forces
Things look up for Chinese equities
Our 2023 outlook for developed markets equities
Our 2023 outlook for equity volatility
Our 2023 outlook for emerging-market equities
The Swiss equity market: not to be ignored
Are luxury brands timeless? | Film
Commodities & metals
Don’t write off gold
Our forecast for oil prices in 2023
The curious case of official gold demand
Our 2023 outlook for precious metals
Energy crisis: how will Europe cope?
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