Pictet Group
Markets Insights
Makroökonomie
Weekly house view | Zoll-Zickzack
Monthly house view | March 2025
Liberation Day sell-off: Trump tariff blitz raises recession risk
Weekly House View | Handelskrieg
Barometer: Schwellenländeranlagen bieten Zuflucht vor Trumps Zöllen
Weekly house view | “Liberation day” steht vor der tür
Schwellenländer widerstandsfähiger als gedacht
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Weekly house view | Liberation Day – Tag der Befreiung
Weekly House View | Stagflationsangst
Weekly House View | Merz’ “Whatever it takes”-Moment
Monthly house view | March 2025
Alternative Anlagen
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
Fixed income
Rohstoffe und Metalle
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)