Analyses et articles sur les actions
Comprendre le fonctionnement des marchés financiers. Découvrir nos derniers éclairages. Des tendances à l’allocation d’actifs, nos articles offrent la vision d’experts sur l’évolution des marchés boursiers.
Rapports spécifiques · 02 mars 2026
La performance à long terme des actions et des obligations suisses (1900-2025)
Pictet Wealth Management a publié la mise à jour de son étude à long terme sur la performance des actions et des obligations suisses. Cette étude, qui se base désormais sur des données remontant à 1900 (au lieu de 1926 auparavant), analyse la performance des actions suisses et des obligations libellées en francs suisses entre 1900 et 2025.
Actions · 22 mai 2025
Lessons from 40 years of company returns
US policy is pushing investors to look beyond the US, a reallocation that is set to include private assets.
Actions · 26 avr. 2024
Pictet Wealth Management rolls out a new strategic asset allocation
Yannick Bigeard, Head of Portfolio Structuring at Pictet Wealth Management, was interviewed by EQDerivatives on PWM's evolving strategic asset allocation and some important upcoming projects.
Rapports spécifiques · 26 janv. 2023
La collection d’Aarti Lohia, reflet de ses goûts et de son parcours
Passionnée d’art et philanthrope, elle avoue n’avoir «jamais prévu» de devenir collectionneuse. Pourtant, aujourd’hui, son avis est très écouté dans le monde de l’art contemporain.
Actions · 17 janv. 2023
Things look up for Chinese equities
Faster-than-anticipated re-opening together with a range of technical and fundamental factors mean we are raising our year-end forecasts.
Actions · 22 déc. 2022
Our 2023 outlook for developed markets equities
Margin pressure will stifle 2023 earnings growth.
Actions · 21 déc. 2022
Our 2023 outlook for equity volatility
Prospect of recession will feed into volatility, with a chance we see renewed skew steepening.
Actions · 13 mai 2022
Better ways to feed the world
Food security has become an even more pressing global problem in the wake of the Ukraine crisis. Investors can help devise solutions – from farm to fork.
Actions · 31 mars 2022
China: a time for active management
Despite signs of economic stabilisation and low valuations, we remain cautious on Chinese equities.
Actions · 09 déc. 2021
Our 2022 scenario for EM equities
Headwinds for emerging-market stocks will likely persist in 2022.
Actions · 06 oct. 2021
Japan: a diversifier for equity portfolios
Japanese stocks defied the negative performances seen elsewhere in developed markets in September and could outperform should global markets remain unsettled.
Actions · 08 juil. 2021
A lot of good news is already priced into Brazilian equities
Unexcited by their prospects for the rest of this year, we have lowered our stance on Brazilian stocks from overweight to neutral.
Actions · 08 juil. 2021
Where next for equities after a sparkling first half?
Despite the rapid recovery in earnings, we remain neutral on equities overall, seeing modest gains over the rest of the year.
