Pictet Group
Market insights
Macroeconomics
Weekly house view | Trump-Musk break-up
Barometer: Cautious on equities as US flip-flops on tariffs
Weekly house view | Tariffs’ trial
Tilting away from the US
BRICS+, US isolationism and the implications for the dollar
The rise of BRICS+ and what it means for emerging market stocks
A new world order
Barometer: Equities set for further falls as tariffs bite
Liberation Day sell-off: Trump tariff blitz raises recession risk
Barometer: Emerging market assets offer refuge from Trump tariffs
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Emerging market economies are more resilient than investors realise