Pictet Group
Market insights
Macroeconomics
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
Barometer: Buying into Europe's Renaissance
Malaysia: back on the emerging market equities map
China isn’t turning Japanese
Barometer: US a bright spot as risks to rally multiply
Emerging market companies narrowing the sustainability gap
European direct lending in 2025: looking beyond the crowds