Pictet Group
Market insights
Macroeconomics
Weekly house view | Waiting for Powell
Weekly house view | Trump, Putin finally meet
Barometer: Balancing the risks
Weekly house view | We have a deal
Weekly house view | We have a deal
Weekly house view | Defiant in the defeat
Embracing endowment-style investing
Weekly house view | To taco or not to taco?
Weekly house view | You’ve got mail
Monthly house view | July 2025
Barometer: Equities enter slightly calmer waters
The Swiss outperformer
Alternatives
Uncertainty and tariffs: the impact on global real estate
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
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