Pictet Group
Market insights
Macroeconomics
Weekly house view | Neither green nor red
Monthly house view | October 2024
Weekly house view | Rates rethink
Barometer: Emerging markets' turn to shine
Weekly house view | Xi’s “whatever it takes” moment?
The great German stagnation
Emerging market local currency sovereign bonds - Update
Weekly house view | Rates recalibration
Fed: frontloading to secure a soft landing
Precious Metals: Gold
High yield credit: update
Weekly house view | Que sera, sera
Alternatives
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
The biotech firm building the drug-hunting factory of the future
Equities
Japanese equities | A cyclical market driven by structural forces
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
Are luxury brands timeless? | Film
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)