Pictet Group
Market insights
Macroeconomics
Weekly house view | You’ve got mail
Monthly house view | July 2025
Barometer: Equities enter slightly calmer waters
Weekly house view | Peace in the Middle East, war at the Fed
Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives
Weekly house view | US hits Iran’s nuclear facilities
Weekly house view | War in the Middle East
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
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
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
View more