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Insight sui mercati

Macroeconomia

Weekly house view | Ha cambiato idea?

Monthly house view | Ottobre 2025

Weekly house view | Possibili «scarafaggi» nel mercato dei prestiti

Il grande decoupling digitale

Weekly house view | Trump: minaccia di dazi contro la Cina 2.0

La situazione fiscale degli Stati Uniti: difficilmente sostenibile

Weekly house view | Il Giappone sta per avere la prima donna primo ministro

Barometer: Moving overweight equities as economy remains resilient

Barometro: si passa a un sovrappeso azionario mentre l'economia resta resiliente

Weekly house view | Shutdown del governo statunitense in vista

Weekly house view | Un taglio finalizzato alla gestione del rischio

Monthly house view | Settembre 2025

Altre analisi

Investimenti
alternativi

Uncertainty and tariffs: the impact on global real estate

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 e sostenibilità: misurare per migliorare

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

Altre analisi

Azioni

Lessons from 40 years of company returns

Pictet Wealth Management rolls out a new strategic asset allocation

Things look up for Chinese equities

Our 2023 outlook for developed markets equities

Our 2023 outlook for equity volatility

Better ways to feed the world

China: a time for active management

Altre analisi

Reddito fisso

Catching fallen angels

The twin sell-off that signals a break with the past

Emerging-market bonds: 2024 outlook

Credit markets update

Bonds’ roller-coaster ride may not be over yet

Our 2023 outlook for Italian sovereign bonds

Our 2023 outlook for emerging-market bonds

Altre analisi

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

Altre analisi

Commodity e metalli

The curious case of official gold demand

Our 2023 outlook for precious metals

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

Altre analisi

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