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Pictet Group
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Market insights
Macroeconomics
From monetary independence to fiscal dominance?
The great scramble for resources
Weekly house view | Xi-Trump, round two
Stablecoins versus the digital euro
The 2020s in historical perspective
Weekly house view | Bonds not Ha-PPI
Re-equitisation: investing in a high issuance era
Horizon 2026 – The race for resource sovereignty
Monthly house view | September 2026
Weekly house view | Fed waiting for CPI to decide
Barometer: Robust earnings growth to push equities higher
Weekly house view | Biggest oil deal in history
Alternatives
Your private equity portfolio needs a passport
Housing affordability, political optics and the limits of capital restrictions
IPOs, AI and the unicorn proliferation: The themes exciting private equity technology investors for 2026 and beyond
European real estate: the core plus opportunity
GLP-1: Opportunity for humanity, risk for big pharma
Private equity and sustainability: from measurement to improvement
ASCO 2024: The art and science of cancer care, from comfort to cure
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