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Latest Markets Insights
Alternatives
The biotech firm building the drug-hunting factory of the future
With her climate-tech venture Sweep, Rachel Delacour has no time to lose
General Atlantic’s Gabriel Caillaux on what it takes to be successful in private markets
Private Assets, the ultimate form of active management: Myth or Reality?
Investing in infrastructure
The enduring relevance of endowment-style investing
Commodities & Metals
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
Equities
La performance à long terme des actions et des obligations suisses (1900-2025)
Pictet Wealth Management rolls out a new strategic asset allocation
La collection d’Aarti Lohia, reflet de ses goûts et de son parcours
Things look up for Chinese equities
Our 2023 outlook for developed markets equities
Our 2023 outlook for equity volatility
China: a time for active management
Our 2022 scenario for EM equities
Fixed income
La performance à long terme des actions et des obligations suisses (1900-2025)
Emerging-market bonds: 2024 outlook
Credit markets update
Bonds’ roller-coaster ride may not be over yet
Our 2023 outlook for Italian sovereign bonds
La collection d’Aarti Lohia, reflet de ses goûts et de son parcours
Our 2023 outlook for emerging-market bonds
Macroeconomics
Weekly house view | De l’hypothèse à la réalité
Weekly house view | Lancement de l’opération «Fureur épique»
Weekly house view | Les droits de douane sont morts, vive les droits de douane!
Monthly house view | March 2026
Weekly house view | «De l’IA-phorie à l’IA-phobie»?
Weekly house view | La technologie en crise
Weekly house view | Et le gagnant est… Kevin Warsh
Weekly house view | Pacte vert
Perspectives
César Pérez Ruiz shares his “3 on the 3rd” for August
House View, August 2022
House View, July 2022
César Pérez Ruiz shares his “3 on the 3rd” for July
The evolution of corporate governance best practice
House View, June 2022
House View, April 2022
César Pérez Ruiz shares his “3 on the 3rd” for March
