Pictet Group
Latest Markets Insights
Alternatives
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
Private Assets, the ultimate form of active management: Myth or Reality?
Alistair Elliott on the growing power of private capital
Investing in infrastructure
The enduring relevance of endowment-style investing
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
Things look up for Chinese equities
Our 2023 outlook for developed markets equities
Our 2023 outlook for equity volatility
China: a time for active management
Our 2022 scenario for EM equities
Japan: a diversifier for equity portfolios
A lot of good news is already priced into Brazilian equities
Where next for equities after a sparkling first half?
Fixed income
Perspectives
César Pérez Ruiz shares his “3 on the 3rd” for August
House View, August 2022
House View, July 2022
César Pérez Ruiz shares his “3 on the 3rd” for July
The evolution of corporate governance best practice
House View, June 2022
House View, April 2022
César Pérez Ruiz shares his “3 on the 3rd” for March
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