Select website
Americas
Asia Pacific
Europe
Middle East
Pictet Group
©2025, Pictet Group
Market insights
Macroeconomics
Weekly house view | Chickening out?
Monthly house view | October 2025
Weekly house view | Cockroaches in the market
The great digital decoupling
Weekly house view | Trump China tariff threat 2.0
US fiscal situation: hardly sustainable
Weekly house view | Japan heading for first female PM
Barometer: Moving overweight equities as economy remains resilient
Weekly house view | US government shutdown looms
Weekly house view | Don’t fight the fed
Monthly house view | September 2025
Weekly house view | Fed: time to cut
Alternatives
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
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 and sustainability: from measurement to improvement
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
Our 2023 outlook for emerging-market equities
The Swiss equity market: not to be ignored
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