Pictet Group
Market insights
Macroeconomics
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
Barometer: Emerging market assets offer refuge from Trump tariffs
Weekly house view | “Liberation day” has arrived
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Weekly house view | “Liberation Day”
Weekly house view | Stagflation fears
Emerging market economies are more resilient than investors realise
Weekly house view | Merz’s “whatever it takes” moment
Alternatives
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
The biotech firm building the drug-hunting factory of the future
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)