Insights

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 · 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.