Insights

Macroeconomics · 05 Oct 2026

Barometer: Stocks to power on despite lofty valuations

While a spike in bond yields leaves stocks looking relatively expensive, the continued rise in corporate earnings should see equities add to their gains over the coming months.

Macroeconomics · 02 Sep 2026

Barometer: Robust earnings growth to push equities higher

With corporate profit growth at remarkably healthy levels, we expect the stock market to add to its strong gains over the coming months.

Macroeconomics · 05 Aug 2026

Barometer: Staying the course on equities

Equity markets have further to run thanks to strong earnings, resilient economic growth and continued investment in AI.

Macroeconomics · 10 Jul 2026

Secular Outlook 2026: Our 10-year investment outlook

Understand the key trends shaping returns across equities, fixed income, currencies and alternatives.

Macroeconomics · 02 Jul 2026

Barometer: Equity rally to roll on as stagflation risks recede

With inflationary pressures likely to abate as the US and Iran make progress towards a peace agreement that would stabilise oil markets, equities should build on their recent gains.

Macroeconomics · 02 Jun 2026

Barometer: In earnings we trust

Corporate profits are growing at a remarkable pace across the world. That is sure to sustain the equity rally over the medium run.

Macroeconomics · 26 May 2026

Under new management: what bond investors should know about a Warsh-led Fed

Kevin Warsh is set to be confirmed as the new chairman of the US Federal Reserve. In this Q&A, Mickael Benhaim, head of fixed income investment strategy and solutions at Pictet Asset Management, explains what investors should expect from a Fed chief that has been publicly critical of how the US central bank conducts monetary policy.

Macroeconomics · 06 May 2026

Barometer: Prospects for US, emerging market stocks remain strong

Even though there is no end in sight to the Iran conflict, the outlook for both emerging market and US equities remains positive; we upgrade both to overweight.

Responsible future · 21 Sep 2026

Keeping cool in a warmer world

As global temperatures rise, there is growing demand for efficient and innovative cooling technologies.

Technology & science · 04 Sep 2026

Reclaiming privacy

Professor Carissa Véliz analyses the risks posed to individual freedoms from digitisation.

Technology & science · 27 Jul 2026

Sizing AI’s environmental footprint

Viktoras Kulionis puts AI’s thirst for power into context.

Technology & science · 29 Jun 2026

Why Asia’s energy shock will hasten the clean transition

USD 100 oil is the best advertisement for EVs, says former Philippines energy secretary Vince Pérez, who believes the Iran war is speeding up Asia's energy transition.

Technology & science · 22 Jun 2026

Technology legend Steve Wozniak surveys the IT landscape

It’s 50 years since Steve Wozniak created the first Apple computer and changed the face of modern technology. And his curiosity and insights are as keen now as they were in 1976. Wozniak’s enthusiasm for innovation is clear, and thoughts bubble from him, not least about artificial intelligence.

Technology & science · 10 Jun 2026

Future of industry: embracing data and clean energy

The tech boom makes the transition to clean energy ever more urgent – but also more achievable. We find out why at the world's largest industrial innovation summit.

Technology & science · 09 Jun 2026

The demographic cliff: accelerating automation

Ageing societies will accelerate the next wave of automation. Carl Frey, author of seminal research into the impact of robotics on the labour market and Pictet Asset Management thematic advisory board member, explains how.