Pictet Group
Market insights
Macroeconomics
Weekly house view | Hawkish Fed cut
Weekly house view | A time of transition
French government collapses, what’s next?
Annual outlook for 2025
Monthly house view | Outlook 2025
Weekly house view | Barnier on the brink
UK Autumn Budget: “Invest, invest, invest”
Weekly house view | The Trump put
Weekly house view | Trump’s hawkish team spoils the party
Weekly house view | America first won, let’s hope it’s not America alone
What does Trump’s victory mean for markets?
Trump wins US election, claims “powerful mandate”
Alternatives
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 and sustainability: from measurement to improvement
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
Commodities & metals
Don’t write off gold
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
Launch of a diversified multi-asset fund (CH)