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Makroökonomie

In focus: Sir Niall Ferguson – Cold War II

Weekly House View | Vorsichtige Zinssenkung

House view | Outlook 2026

Jahresausblick 2026

Weekly House View | Feiertagsstimmung im Einzelhandel

Hauptsache Sachwerte – Warum Anleger jetzt auf Real Assets setzen sollten

Weekly House View | Thanksgiving-Ultimatum

Weekly House View | Nvidia als Retter in der Not?

Weekly house view | Markets jumpy on confusing data

Kapitalflüsse im Welthandel und der US-Dollar

Barometer: Rally appears set to continue into year end

Weekly house view | Warten auf den Supreme Court

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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

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 und Nachhaltigkeit: Wie Kennzahlen Verbesserungen ermöglichen

ASCO 2024: The art and science of cancer care, from comfort to cure

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Aktien

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

Better ways to feed the world

China: a time for active management

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Fixed income

Catching fallen angels

The twin sell-off that signals a break with the past

Unternehmensanleihen als Zufluchtsort vor den „Anleihewächtern“

Emerging-market bonds: 2024 outlook

Credit markets update

Bonds’ roller-coaster ride may not be over yet

Our 2023 outlook for Italian sovereign bonds

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Asien im Fokus

Innovative Infrastructure for a Net Zero future

Why companies are increasingly focusing on a more purpose-driven approach

Anchoring your philanthropic efforts in Asia

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

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Rohstoffe und Metalle

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

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