Pictet Group
Market insights
Macroeconomics
Weekly house view | You’ve got mail
Monthly house view | July 2025
Barometer: Equities enter slightly calmer waters
The Swiss outperformer
Weekly house view | Long live King Charles III
Europe faces a rare test of its energy resilience
Our 2023 forecast for the Chinese economy
Weekly house view | Peace in the Middle East, war at the Fed
Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives
Barometer: Cautious on equities as US flip-flops on tariffs
Tilting away from the US
BRICS+, US isolationism and the implications for the dollar
Alternatives
European real estate: the core plus opportunity
GLP-1: Opportunity for humanity, risk for big pharma
Fortune favours the bold: is it time to capitalise on real estate’s tailwinds?
Private equity and sustainability: from measurement to improvement
ASCO 2024: The art and science of cancer care, from comfort to cure
Countercyclical strategies: finding alpha in a crisis
The genuine potential of artificial intelligence
Equities
Commodities & metals
Don’t write off gold
The curious case of official gold demand
Our 2023 outlook for precious metals
Our forecast for oil prices in 2023
Energy crisis: how will Europe cope?
Switzerland’s energy vulnerability
Precious metals - Outshined by the Fed
Gold: ETF demand to the rescue!
Surge in energy prices delays expected peak in inflation
Gold and silver face near-term hurdles
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