Pictet Group
Market insights
Macroeconomics
Weekly house view | “Liberation Day”
Weekly house view | Stagflation fears
Emerging market economies are more resilient than investors realise
Weekly house view | Merz’s “whatever it takes” moment
Monthly house view | March 2025
Barometer: Buying into Europe's Renaissance
Weekly house view | From green to gold cards
Weekly house view | German relief
Malaysia: back on the emerging market equities map
China isn’t turning Japanese
Weekly house view | Un-inverted
Weekly house view | China hits back
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
Victor Aerni: Opportunities in private market assets | Podcast
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
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)