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Markets
Weekly house view | US loses its AAA status
European real estate: the core plus opportunity
A new world order
Barometer: Equities set for further falls as tariffs bite
The twin sell-off that signals a break with the past
Liberation Day sell-off: Trump tariff blitz raises recession risk
Barometer: Emerging market assets offer refuge from Trump tariffs
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
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Beyond markets
Private equity comes to grips with AI
China tech - Throwing down the gauntlet to the US
Climate anxiety - Hannah Ritchie
Powering the future of economic growth: investment opportunities driven by the rise of AI
Staying warm without warming the planet
The state of climate capital
Group Sustainability Report