Pictet Group
Macroeconomics Insights
Understand the complex interplay between macroeconomic factors and financial markets. Stay up to date with the latest macroeconomic insights. Our insights train an expert lens on the intricate workings of the global economy.
Weekly house view | China plays hardball
Liberation Day sell-off: Trump tariff blitz raises recession risk
Barometer: Emerging market assets offer refuge from Trump tariffs
Caroline Reyl: reflecting on 20 years managing Pictet’s Premium Brands strategy
Emerging market economies are more resilient than investors realise
Barometer: Buying into Europe's Renaissance
Malaysia: back on the emerging market equities map
China isn’t turning Japanese
Barometer: US a bright spot as risks to rally multiply
Emerging market companies narrowing the sustainability gap
European direct lending in 2025: looking beyond the crowds
The 5 lessons investors should learn from 2024
Barometer: Sticking with stocks
Annual outlook for 2025
What does Trump’s victory mean for markets?
Barometer: US stocks have more to give
Barometer: Emerging markets' turn to shine
Barometer: Conditions favour Swiss and financial stocks
Barometer: Scaling back IT but still positive on stocks
Secular outlook 2024
Data centres: embracing the impact of AI
Barometer: Staying overweight equities as world economy avoids slowdown
Biodiversity bonds: the new frontier in fixed income markets
Barometer: Stars align for European equities
Barometer: A spring in the market's step
Barometer: Tech's profit growth should continue to propel stocks
Barometer: A tactical opportunity emerges in equities
Barometer: Markets getting carried away
Barometer: Markets getting carried away
The investment landscape in 2024
Secular outlook 2023