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Pictet Group
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Market insights
Macroeconomics
Barometer: Stock market rotation won’t derail rally
Weekly house view | Operation Epic Fury launched
Artificial intelligence powering a healthcare revolution
Weekly house view | Tariffs are dead, long live the new tariffs
Monthly house view | March 2026
Weekly house view | From AI-phoria to AI-phobia?
Weekly house view | Tech tantrum
Weekly house view | And the winner is… Kevin Warsh
Weekly house view | Green deal
Weekly house view | A spirit of dialogue at Davos
Weekly house view | Earnings to the fore
Barometer: Stocks set for further gains as economic conditions remain benign
Alternatives
Housing affordability, political optics and the limits of capital restrictions
IPOs, AI and the unicorn proliferation: The themes exciting private equity technology investors for 2026 and beyond
Investing in health through private markets amid global shifts
Uncertainty and tariffs: the impact on global real estate
European real estate: the core plus opportunity
Beyond stocks & bonds: why universities invest in private assets
Unlocking hidden wealth: the rise of private assets
Equities
The long-term performance of Swiss equities and bonds (1900–2025)
Lessons from 40 years of company returns
The long-term performance of Swiss assets is back on course | Expert commentary
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
Fixed income
The long-term performance of Swiss equities and bonds (1900–2025)
Catching fallen angels
The twin sell-off that signals a break with the past
Credit as a haven from the bond vigilantes
The long-term performance of Swiss assets is back on course | Expert commentary
Emerging-market bonds: 2024 outlook
The case for Asia fixed income
Commodities & metals
Don’t write off gold
The curious case of official gold demand
Our 2023 outlook for precious metals
Our forecast for oil prices in 2023
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
