Pictet Group
Market insights
Macroeconomics
Weekly house view | US presidency debate: first round
Weekly house view | Macron’s gamble
Weekly house view | Europe turns right
France: high-stakes election
A shift in the pace, not in the path
Monthly house view | June 2024
Spread widening in credit could raise cash’s appeal
No more excuses — central bankers need to get back ahead of the curve
Weekly house view | Back to T+1 (after a century!)
US rate cuts delayed, not derailed
Weekly house view | UK elections on 4 July
Euro area wages: the final check
Alternatives
Countercyclical strategies: finding alpha in a crisis
GLP-1: Opportunity for humanity, risk for big pharma
The genuine potential of artificial intelligence
The biotech firm building the drug-hunting factory of the future
With her climate-tech venture Sweep, Rachel Delacour has no time to lose
Infogrid is protecting the planet by making buildings smarter
General Atlantic’s Gabriel Caillaux on what it takes to be successful in private markets
Equities
Commodities & metals
Don’t write off gold
Our forecast for oil prices in 2023
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