Pictet Group
Market insights
Macroeconomics
Monthly house view | June 2025
Weekly house view | Trump-Musk break-up
Barometer: Cautious on equities as US flip-flops on tariffs
Weekly house view | Tariffs’ trial
Weekly house view | Mr. Bond hits back
Tilting away from the US
BRICS+, US isolationism and the implications for the dollar
The rise of BRICS+ and what it means for emerging market stocks
Weekly house view | US loses its AAA status
A new world order
Weekly house view | Fumata bianca
Monthly house view | May 2025
Alternatives
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 and sustainability: from measurement to improvement
ASCO 2024: The art and science of cancer care, from comfort to cure
Countercyclical strategies: finding alpha in a crisis
The genuine potential of artificial intelligence
Equities
Fixed income
Commodities & metals
Don’t write off gold
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
Launch of a diversified multi-asset fund (CH)