Select website
Americas
Asia Pacific
Europe
Middle East
Pictet Group
©2026, Pictet Group
Market insights
Macroeconomics
Weekly house view | Regime change at the Fed
Weekly house view | A deal… to sign a deal
Monthly house view | June 2026
Weekly house view | Jobs surprise spooks markets
Barometer: In earnings we trust
Barometer: In earnings we trust
Weekly house view | Waiting for a deal
Under new management: what bond investors should know about a Warsh-led Fed
Weekly house view | SpaceX-traterrestrial ambitions
Weekly house view | A Warsh welcome!
Weekly house view | Trump-Xi to meet again
Barometer: Prospects for US, emerging market stocks remain strong
Alternatives
Geographic diversification in private equity buyout
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
Equities
The long-term performance of Swiss equities and bonds (1900–2025)
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
Commodities & metals
Gold turbulence
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
Footnote
