市場洞察

Macroeconomics · 2026年09月21日

《本週觀點》：習近平特朗普第二次會晤

我們的首席投資官對未來一週的看法。

Macroeconomics · 2026年09月15日

AI與資源競爭下的長線投資邏輯

Macroeconomics · 2026年09月14日

《本週觀點》：債券，而非火熱的PPI數據

我們的首席投資官對未來一週的看法。

Macroeconomics · 2026年09月07日

2026年《銀行觀點》9 月刊

瑞士百達財富管理最新資產類別定位及投資主題。

Macroeconomics · 2026年09月07日

《本週觀點》：聯儲局靜待CPI數據定調決策

我們的首席投資官對未來一週的看法。

Macroeconomics · 2026年08月24日

《本週觀點》：「貝森特認沽期權」

我們的首席投資官對未來一週的看法。

Macroeconomics · 2026年08月17日

《本週觀點》：市場聚焦聯儲局和零售企業

我們的首席投資官對未來一週的看法。

Macroeconomics · 2026年08月10日

《本週觀點》：通脹預期

我們的首席投資官對未來一週的看法。

Macroeconomics · 2026年08月05日

中國經濟的雙速發展：出口強勁與內需修復並行

Macroeconomics · 2026年08月04日

2026年《銀行觀點》8 月刊

瑞士百達財富管理最新資產類別定位及投資主題。

Macroeconomics · 2026年08月03日

《本週觀點》：局勢感知（失靈）

我們的首席投資官對未來一週的看法。

Macroeconomics · 2026年07月27日

《本週觀點》：人工智能資本支出引發質疑

我們的首席投資官對未來一週的看法。

Alternatives · 2022年09月13日

With her climate-tech venture Sweep, Rachel Delacour has no time to lose

The co-founder and CEO of the French carbon-management platform wants to prove that it is possible to create value for investors and employees, while helping to protect the planet.

Alternatives · 2022年08月03日

A closer look at the pitfalls and opportunities of investing in family businesses

Alternatives · 2022年07月05日

General Atlantic’s Gabriel Caillaux on what it takes to be successful in private markets

Having worked for one of the world’s leading growth-equity investors for almost two decades, Gabriel understands that growth ‘doesn’t happen by miracle’. Here, he shares some valuable insights that are relevant for anyone interested in exploring private assets.

Alternatives · 2022年05月05日

Multi-strategy – the ultimate diversifier?

A niche investment two decades ago, multi-strategy hedge funds have grown in popularity. As one of the pioneers of the approach, we look at its benefits and potential pitfalls.

Alternatives · 2021年11月11日

Private Assets, the ultimate form of active management: Myth or Reality?

Jonathan Gray, president and chief operating officer of US private equity group Blackstone spoke recently to Pictet Wealth Management’s Chief Investment Officer César Pérez Ruiz about the macro background and how the market for private assets is changing.

Alternatives · 2021年08月31日

The private road to tech

Who will be the next Apple, Amazon or Facebook?

Alternatives · 2021年08月24日

The opportunity to do well by doing good in real estate

The property industry is the largest consumer of energy. By making buildings more sustainable, we can help the environment and also boost returns for real estate investments.

Alternatives · 2021年08月17日

Investing in infrastructure

Infrastructure assets form the spine of an economy. They are the physical structures and vital services that connect society and facilitate its orderly operation. Typically capital-intensive to construct and with long operating lives, infrastructure assets produce inflation-adjusted revenues that generate long-term, sustainable cash flows. Due to high barriers to entry, these assets also tend to benefit from a relatively low price elasticity of demand.

Equities · 2022年09月01日

The Swiss equity market: not to be ignored

Its defensive tilt explains a relatively high valuation.

Equities · 2022年05月13日

Better ways to feed the world

Food security has become an even more pressing global problem in the wake of the Ukraine crisis. Investors can help devise solutions – from farm to fork.

Equities · 2022年03月31日

China: a time for active management

Despite signs of economic stabilisation and low valuations, we remain cautious on Chinese equities.

Equities · 2021年12月09日

Our 2022 scenario for EM equities

Headwinds for emerging-market stocks will likely persist in 2022.

Equities · 2021年10月06日

Japan: a diversifier for equity portfolios

Japanese stocks defied the negative performances seen elsewhere in developed markets in September and could outperform should global markets remain unsettled.

Equities · 2021年07月08日

A lot of good news is already priced into Brazilian equities

Unexcited by their prospects for the rest of this year, we have lowered our stance on Brazilian stocks from overweight to neutral.

Equities · 2021年07月08日

Where next for equities after a sparkling first half?

Despite the rapid recovery in earnings, we remain neutral on equities overall, seeing modest gains over the rest of the year.

Fixed Income · 2022年11月01日

US Treasuries volatility is rising amid deteriorating liquidity

As we await tangible signs that the end of Fed rate hikes is near, we remain neutral on US Treasuries.

Fixed Income · 2022年09月05日

Fixed income: where we stand

The rise in yields means that safe-haven bonds are part of the conversation again.

Fixed Income · 2022年07月28日

German and Swiss sovereign bonds update

We stay neutral on core sovereign bonds as we expect them to remain a safe-haven asset in case of economic recession or financial markets turmoil.

Fixed Income · 2022年07月25日

Italy government bond update

Given upside risks on 10-year Buoni Poliennali del Tesoro (BPT) yields we remain underweight euro periphery government bonds.

Fixed Income · 2022年06月30日

Treasury yields seen as heading down by year’s end

Expecting a lot of near-term volatility, we remain neutral on US government bonds for now.

Fixed Income · 2022年06月08日

Aggressive pricing hurts convertible bond market

Convertibles have had a hard time this year…but there is a silver lining.

Fixed Income · 2022年05月30日

More pressure on the renminbi, less on bonds

Monetary policy divergence could continue to weigh on the Chinese currency, while the closing of the yield gap means we have moved from an overweight to neutral on Chinese government bonds.

Fixed Income · 2022年05月06日

Close to a peak?

We expect the upward pressure on government bond yields to ease as the year progresses.

Navigating Asia · 2023年03月29日

Innovative Infrastructure for a Net Zero future

The backbone of the economy needs a facelift if it is to help the world reach net zero. Here's how rapid advancements in innovative solutions, smart cities, and $94tn could shape our sustainable future.

Navigating Asia · 2022年07月14日

Anchoring your philanthropic efforts in Asia

Anchoring your philanthropic efforts in Asia

Navigating Asia · 2022年05月31日

From tradition to modernity―Eight ways that Asian philanthropy is evolving

There is a long tradition of charitable giving in Asia. In a region with a rich diversity of cultures, political systems and religious beliefs, philanthropy in Asia is quite distinctive.

Navigating Asia · 2022年01月26日

‘A force to be reckoned with’: What the next decade has in store for Asian economies

We sit down with Pictet Wealth Management Asia’s Head of Investments in Asia, Evelyn Yeo, to unpack the various opportunities and threats facing economies across the continent.

Navigating Asia · 2022年01月19日

Peggy Choi on building a business that ‘powers the new knowledge economy’

The entrepreneur believes that speaking with the right expert at the right time is the key to better decision-making. Lynk, a global company, makes those connections – fast and at scale.

Navigating Asia · 2021年12月15日

How a simple campaign grew into a plant-based powerhouse

David Yeung launched Green Monday as a way to reduce Hong Kongers’ meat consumption, but it has since blossomed into a global leader in the sustainable food movement.

Navigating Asia · 2021年12月09日

The rise of Asia’s next generation

How the heirs to the region’s business dynasties are doing things differently to previous generations.

Navigating Asia · 2021年11月07日

Innovation within the family business

Winnie Chiu – president of Dorsett Hospitality International and the third generation of her family to sit on the board of parent company Far East Consortium – on seizing opportunities and the importance of sustainability in the real estate market.