Pictet Group
Market insights
Macroeconomics
Weekly house view | US loses its AAA status
A new world order
Weekly house view | Fumata bianca
Monthly house view | May 2025
Barometer: Equities set for further falls as tariffs bite
Weekly house view | Farewell Warren
Weekly house view | China plays hardball
Weekly house view | Waiting for Trump to pivot
Weekly house view | Tariff zig zag
Monthly house view | April 2025
Liberation Day sell-off: Trump tariff blitz raises recession risk
Weekly house view | Trade war
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
Fixed income
Commodities & metals
Don’t write off gold
The curious case of official gold demand
Our 2023 outlook for precious metals
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
Launch of a diversified multi-asset fund (CH)