Market insights
Macroeconomics
Macroeconomics · 12 Oct 2026
Monthly house view | October 2026
Pictet Wealth Management’s latest positioning across asset classes and investment themes.
Macroeconomics · 12 Oct 2026
Weekly house view | Banks to test fabulous earnings momentum
The CIO’s view of the week ahead.
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 · 05 Oct 2026
Weekly house view | Toasted OATs
The CIO’s view of the week ahead.
Macroeconomics · 28 Sep 2026
Weekly house view | Markets are a-Mused
The CIO’s view of the week ahead.
Macroeconomics · 25 Sep 2026
Energy independence and access to commodities in the era of electrification
Energy independence and secure access to commodities have become central to economic policy in the 2020s, shaped by geopolitical uncertainty, market volatility and the global climate transition.
Macroeconomics · 23 Sep 2026
The great scramble for resources
Today’s increasingly fragmented world is driving a dash to secure resource sovereignty. Across the globe, governments are prioritising energy security and access to key commodities in the face of conflicts, trade barriers and climate change.
Macroeconomics · 23 Sep 2026
From monetary independence to fiscal dominance?
In previous “Horizon” publications, we have highlighted several structural trends shaping economies, including demographics, deglobalisation, decarbonisation, debt and digitalisation. Successive crises – such as the Covid pandemic, the war in Ukraine, the trade war and the recent Middle East conflict – have exacerbated these trends.
Macroeconomics · 21 Sep 2026
Weekly house view | Xi-Trump, round two
The CIO’s view of the week ahead.
Macroeconomics · 21 Sep 2026
Stablecoins versus the digital euro
The rapid evolution of digital finance has brought stablecoins and central bank digital currencies (CBDCs) to the forefront of global economic discussions. Stablecoins, which are digital assets designed to maintain a stable value, have experienced explosive growth. This is prompting new regulatory frameworks and raising important questions about their impact on financial stability, monetary policy and the international monetary system. At the same time, central banks are exploring digital currencies to preserve monetary sovereignty and adapt to changing payment landscapes.
Macroeconomics · 15 Sep 2026
The 2020s in historical perspective
Sir Niall Ferguson has spent his career explaining how economic history can help inform contemporary policy decisions. His latest theory, dubbed “Ferguson’s Law,” highlights how US fiscal profligacy threatens the durability of American power just as a second Cold War is emerging between the US and China.
Macroeconomics · 14 Sep 2026
Weekly house view | Bonds not Ha-PPI
The CIO’s view of the week ahead.
Alternatives
Alternatives · 27 Apr 2026
Your private equity portfolio needs a passport
Geographic diversification in private equity buyout: implications across US and European markets.
Alternatives · 30 Jan 2026
Housing affordability, political optics and the limits of capital restrictions
The renewed political push to restrict institutional investors from purchasing single-family homes has re-emerged as one of the most potent housing narratives in the United States.
Alternatives · 15 Jan 2026
IPOs, AI and the unicorn proliferation: The themes exciting private equity technology investors for 2026 and beyond
Pictet’s technology thematic private equity team discusses the aspects of the innovation revolution, from AI to IPOs, that are at the top of investors’ minds as we enter 2026.
Alternatives · 16 May 2025
European real estate: the core plus opportunity
In a world of volatile markets and falling interest rates, European core plus real estate can offer investors diversification benefits and a strong, sustainable income stream.
Alternatives · 09 Oct 2024
GLP-1: Opportunity for humanity, risk for big pharma
New treatments for obesity could alleviate a global healthcare crisis, but also have the potential to disrupt some of the largest pharmaceutical incumbents.
Alternatives · 01 Oct 2024
Private equity and sustainability: from measurement to improvement
Our second annual ESG Data Convergence Initiative report covers more than 550 companies in which we have an interest via our private-equity strategies, explaining how we expect to use better data measurements for more targeted improvements.
Alternatives · 16 Jul 2024
ASCO 2024: The art and science of cancer care, from comfort to cure
The premier annual gathering of oncology experts brought exciting news across a number of pioneering treatments, with implications for investors.
Equities
Special report · 02 Mar 2026
The long-term performance of Swiss equities and bonds (1900–2025)
Pictet Wealth Management has released the updated edition of its study on the long-term performance of Swiss equities and bonds. The analysis now extends back to 1900 – previously 1926 – and includes the performance of Swiss equities and Swiss franc-denominated bonds from 1900 to 2025.
Equities · 22 May 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.
Equities · 25 May 2022
Are luxury brands timeless? | Film
Pictet meets Stanislas de Quercize, former CEO of Cartier and Van Cleef and Arpels
Fixed income
Special report · 02 Mar 2026
The long-term performance of Swiss equities and bonds (1900–2025)
Pictet Wealth Management has released the updated edition of its study on the long-term performance of Swiss equities and bonds. The analysis now extends back to 1900 – previously 1926 – and includes the performance of Swiss equities and Swiss franc-denominated bonds from 1900 to 2025.
Fixed Income · 23 Jun 2025
Catching fallen angels
When corporate bond issuers suffer downgrades, opportunities open up for investors prepared to take the long-term view.
Fixed Income · 05 May 2025
The twin sell-off that signals a break with the past
Why the simultaneous decline in Treasuries and the US dollar is a warning sign for investors.
Fixed Income · 20 Feb 2025
Credit as a haven from the bond vigilantes
Big government deficits and rising debt loads threaten to draw the ire of bond vigilantes. By contrast, credit offers a haven for fixed income investors.
Navigating Asia
Navigating Asia · 22 Jun 2023
Why the family mission matters
A successful legacy is rooted in the trust and communication of a family's vision.
Navigating Asia · 29 Mar 2023
Innovative Infrastructure for a Net Zero future
The backbone of the economy needs a facelift if it is to help the world reach net zero. Here's how rapid advancements in innovative solutions, smart cities, and $94tn could shape our sustainable future.
Navigating Asia · 31 May 2022
From tradition to modernity―Eight ways that Asian philanthropy is evolving
There is a long tradition of charitable giving in Asia. In a region with a rich diversity of cultures, political systems and religious beliefs, philanthropy in Asia is quite distinctive.
Navigating Asia · 05 Apr 2021
The Rise of China
Pasta, porcelain, paper money, gunpowder, and the compass: all were first invented in China. In this episode, we explore the challenges and opportunities presented by China’s rise to the status of global superpower.
