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Pictet Group
©2026, Pictet Group
Market insights
Macroeconomics
Weekly house view | Chip dip
Will China rule Artificial Intelligence like it does Electric Vehicles?
Weekly house view | Hormuz, open or closed?
Secular Outlook 2026: Our 10-year investment outlook
A new world (dis)order
Weekly house view | German reform package agreed
Monthly house view | July 2026
Barometer: Equity rally to roll on as stagflation risks recede
Weekly house view | Happy 250th Anniversary
Weekly house view | Regime change at the Fed
Weekly house view | A deal… to sign a deal
Monthly house view | June 2026
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
Investing in health through private markets amid global shifts
Uncertainty and tariffs: the impact on global real estate
European real estate: the core plus opportunity
Beyond stocks & bonds: why universities invest in private assets
Equities
Commodities & metals
Gold turbulence
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
Footnote
