Pictet Group
Latest Markets Insights
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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 und Nachhaltigkeit: Wie Kennzahlen Verbesserungen ermöglichen
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
With her climate-tech venture Sweep, Rachel Delacour has no time to lose
Currencies
Currency strength puts pressure on Swiss central bank
Currencies: US dollar
Our 2023 outlook for currencies
Yen’s risk-reward profile becoming more attractive
The euro faces growing downside risks
The search for income in FX markets
Moderate Swiss franc depreciation is on the cards
Limited upside potential for the USD against the euro
Equities
Japanese equities | A cyclical market driven by structural forces
Things look up for Chinese equities
Our 2023 outlook for developed markets equities
Our 2023 outlook for equity volatility
Are luxury brands timeless? | Film
Better ways to feed the world
China: a time for active management
Our 2022 scenario for EM equities
Fixed income
Macroeconomics
Weekly house view | Trump’s hawkish team spoils the party
Weekly house view | America first won, let’s hope it’s not America alone
Was bedeutet Trumps Sieg für die Märkte?
Trump wins US election, claims “powerful mandate”
Barometer: US-Aktien haben noch viel in petto
Weekly house view | And the winner is…
The Ugly Truth
Weekly house view | Another surprising election result
Navigating Asia
Innovative Infrastructure for a Net Zero future
Why companies are increasingly focusing on a more purpose-driven approach
Anchoring your philanthropic efforts in Asia
From tradition to modernity―Eight ways that Asian philanthropy is evolving
‘A force to be reckoned with’: What the next decade has in store for Asian economies
Peggy Choi on building a business that ‘powers the new knowledge economy’
How a simple campaign grew into a plant-based powerhouse
The rise of Asia’s next generation