Pictet Articles
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US GDP: Details stronger than headline. Inflation upside risks a longer policy hold
26 Apr 2024
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Weekly View: More of the same?24 Apr 2024
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Pictet launches ELTIF focused on co-investments in environmental technology22 Apr 2024
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Pictet Asset Management harnesses power of AI for new fund launch19 Apr 2024
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Weekly View: Cuts postponed… again16 Apr 2024
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Pictet Asset Management launches Pictet-EUR Income Opportunities16 Apr 2024
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Flash Note - Later and Fewer15 Apr 2024
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Deanchoring11 Apr 2024
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The case for private debt in a widening funding gap10 Apr 2024
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Weekly View: A story of two halves09 Apr 2024
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ECB preview: A dovish hold paves the way for a first rate cut in June 08 Apr 2024
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Weekly View: Inflation: we’re not there yet03 Apr 2024
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The Bank of Japan’s quiet revolution 28 Mar 2024
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Weekly View: Not ruling anything in or out26 Mar 2024
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Did the global easing cycle begin this week?22 Mar 2024
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March FOMC – Fed sticks with three cuts and Powell downplayed recent inflation uptick21 Mar 2024
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Japan: BoJ scraps NIRP and YCC, but keeps monetary easing20 Mar 2024
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Weekly View: It’s all about the dots19 Mar 2024
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Credit where credit is due15 Mar 2024
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Barometer: Tech's profit growth should continue to propel stocks13 Mar 2024
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Weekly View: Increased confidence12 Mar 2024
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Flash Note - ECB: Hey June… 08 Mar 2024
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Getting closer07 Mar 2024
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Down but not out: why Chinese stocks should retain their place in global portfolios07 Mar 2024
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The risk of staying risk-free06 Mar 2024
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Weekly View: Getting closer05 Mar 2024
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ECB preview: 2%, or not 2%?04 Mar 2024
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Pictet Wealth Management - Monthly House View | February 202422 Feb 2024
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Pictet Wealth Management: Taking on more duration21 Feb 2024
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Weekly View: Goldilocks again ?20 Feb 2024
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Goldilocks grips US20 Feb 2024
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A tactical opportunity emerges in equities09 Feb 2024
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Weekly View: More confidence needed06 Feb 2024
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No rush30 Jan 2024
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FOMC preview (January 31): A more balanced reaction function29 Jan 2024
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The 5 lessons investors should learn from 202324 Jan 2024
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Fixed income and inflation expectations: Higher for longer than you think23 Jan 2024
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Markets wait for earnings guidance23 Jan 2024
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Seven trends to watch in 202418 Jan 2024
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Mixed bag16 Jan 2024
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With great power, comes great responsibility: Tech and its complex relationship with ESG10 Jan 2024
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Markets getting carried away09 Jan 2024
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Soft take-off09 Jan 2024
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Pictet Wealth Management: The Fed pivots, its peers hold back27 Dec 2023
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Pictet Wealth Management - Emerging-market currencies: 2024 outlook27 Dec 2023
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Pictet Wealth Management - Italian and Spanish sovereign bonds : 2024 outlook27 Dec 2023
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Pictet Wealth Management - Weekly View: Pivotal week14 Dec 2023
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Pictet Wealth Management - Precious metals: 2024 Outlook08 Dec 2023
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All-time highs not far05 Dec 2023
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Pictet announces first direct private equity investment29 Nov 2023
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Weekly View: Unsettled times29 Nov 2023
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Pictet Wealth Management - Weekly View: Close the door21 Nov 2023
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Pictet Asset Management: A short cut to better bond returns20 Nov 2023
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Monthly house view | November 202308 Nov 2023
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ESG ratings under the microscope06 Nov 2023
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Euro area (GDP and Inflation) Macro update06 Nov 2023
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Weekly View: Navigating geopolitical risks03 Nov 2023
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Flash Note - Preview Fed meeting + US GDP27 Oct 2023
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AI and quantitative investing: the beginning of a beautiful friendship?26 Oct 2023
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ECB careful not to rock the boat26 Oct 2023
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ECB preview: no rate hike, no staff projections, no new signal23 Oct 2023
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China: big shoes to fill11 Oct 2023
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Weekly View: Trillion dollar questions10 Oct 2023
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Pictet Wealth Management - Becoming more upbeat about the euro periphery21 Aug 2023
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Weekly View: On hold for now16 Aug 2023
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Pictet Wealth Management: The US dollar may prove volatile in the coming months27 Jul 2023
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Pictet Wealth Management - High-yield bonds: resilient for how long?14 Jul 2023
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Pictet Wealth Management: (Slightly) higher for longer12 Jul 2023
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Pictet Wealth Management - Weekly View: Fragility11 Jul 2023
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Pictet Wealth Management: The end of globalisation?03 Jul 2023
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Pictet Wealth Management: Asia to stay on top as supply chains diversify22 Jun 2023
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Pictet Wealth Management - Weekly View: Central Banks still on the hunt20 Jun 2023
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Neutralising risk16 Jun 2023
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Pictet Wealth Management’s latest positioning across asset classes and investment themes.16 Jun 2023
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Pictet raises USD 362m for its second flagship real estate co-investment vehicle14 Jun 2023
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Should they pause or should they hike?13 Jun 2023
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Pictet Wealth Management - Fed preview: to skip, or not to skip? Skip.13 Jun 2023
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Reimagining wood: bringing timber to the masses12 Jun 2023
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UK macro and bonds update09 Jun 2023
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Pictet Wealth Management - Weekly View: Refocusing on fundamentals06 Jun 2023
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Rethinking climate change mitigation15 May 2023
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Pictet Alternative Advisors - Pictet announces the closing of its private equity flagship Monte Rosa Fund VI at $1.6 billion and its Monte Rosa Co-Investment V at $900 million04 May 2023
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Pictet - ECB preview: banking on policy transmission03 May 2023
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Pictet Wealth Management - Weekly View: Regulation to the fore02 May 2023
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Pictet Wealth Management - Weekly View: All eyes on earnings25 Apr 2023
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China Q1 GDP surprises on the upside21 Apr 2023
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Pictet Asset Management - ESG in Practice series: Yuko Takano on investing in the sustainable transition19 Apr 2023
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Pictet Wealth Management - Weekly View: Lags18 Apr 2023
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Pictet Asset Management: Emerging market debt in a volatile world17 Apr 2023
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Pictet Wealth Management: Credit squeeze, growth downturn, and peak policy rate14 Apr 2023
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Pictet Wealth Management - Weekly View: Achille's heel12 Apr 2023
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Big is beautiful, small is smart04 Apr 2023
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Have endowments found a place to hide?30 Mar 2023
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Weekly View: Crunch time30 Mar 2023
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Pictet Asset Management: Decarbonising the water sector - Turning the water green23 Mar 2023
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Pictet Wealth Management - FOMC Preview: The Third Mandate21 Mar 2023
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Pictet Asset Management - Everything, everywhere all at once? What investors should reassess after Silicon Valley Bank's collapse15 Mar 2023
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Pictet Wealth Management - Weekly View: Not a long calm river14 Mar 2023
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Lower inflation ahead, butl ower growth too09 Mar 2023
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Economic bumps shouldn't derail the recovery in global travel09 Mar 2023
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Pictet Asset Management - Premium brands welcome China's revival08 Mar 2023
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Pictet Wealth Management - Weekly View: A glass half full08 Mar 2023
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Weekly View: Doubts abound03 Mar 2023
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Weekly View: Who's bluffing?21 Feb 2023
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Why China's re-opening could be a blessing for emerging market bonds20 Feb 2023
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Pictet Asset Management expands Thematic franchise with the launch of Pictet -ReGeneration14 Feb 2023
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Search wars14 Feb 2023
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Pictet announces full-year 2022 figures and change on Board of Partners07 Feb 2023
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A hazy picture07 Feb 2023
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Why companies are increasingly focusing on a more purpose-driven approach03 Feb 2023
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ECB meeting: a dovish aftertaste03 Feb 2023
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Chinks of light for M&A02 Feb 2023
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Central banks back in focus01 Feb 2023
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ECB: staying the course until March01 Feb 2023
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Pictet Wealth Management Fed Meeting preview30 Jan 2023
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Why COP-15 marks a turning point for environmental investing26 Jan 2023
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The investment landscape in 202325 Jan 2023
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Choppy seas24 Jan 2023
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Chinese equities 2023 Outlook18 Jan 2023
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Emerging market bonds 2023 outlook18 Jan 2023
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Pictet Alternative Advisors expands direct private equity team18 Jan 2023
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Trust but verify17 Jan 2023
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New year, new hopes11 Jan 2023
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Inflation, sovereign debt burdens and ECB policies will remain in focus06 Jan 2023
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Margin pressure will stifle 2023 earnings growth06 Jan 2023
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2023 brings the promise of emerging markets05 Jan 2023
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A volatile end to US dollar outperformance23 Dec 2022
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Inflation will remain in focus23 Dec 2022
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Our 2023 outlook for emerging-market equities22 Dec 2022
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Pictet Asset Management expands Total Return franchise with the launch of Pictet Total Return-Lotus fund20 Dec 2022
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A hawkish Christmas20 Dec 2022
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Peak intensity: decarbonising EM corporate bond portfolios15 Dec 2022
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Nature: the economy's most valuable asset14 Dec 2022
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Our 2023 forecast for Japan14 Dec 2022
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Super Thursday14 Dec 2022
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Flash Note - Preview: Central banks meetings December 202213 Dec 2022
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Demystifying currency hedging in fixed income09 Dec 2022
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China 2023 Macro Outlook07 Dec 2022
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Gas is not the only commodity in short supply07 Dec 2022
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Do central banks’ losses matter?06 Dec 2022
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Powell ready to slow06 Dec 2022
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Oil prices to increase after temporary weakness06 Dec 2022
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Federal Reserve risks overkill on rate tightening02 Dec 2022
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Pictet Asset Management expands Fixed Income range into Private Debt29 Nov 2022
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Weekly View: No free lunch29 Nov 2022
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Happy thanksgiving22 Nov 2022
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No red wave15 Nov 2022
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César Pérez Ruiz shares his top 3 investment themes of the month15 Nov 2022
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What Lula’s election means for Brazilian assets14 Nov 2022
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Weekly View: Rates grind higher08 Nov 2022
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Pictet AM Barometer: “prospects for riskier asset classes look weaker as interest rate hikes continue to curtail economic growth worldwide.”04 Nov 2022
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US midterm elections - Return of political gridlock?04 Nov 2022
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US Treasuries volatility is rising amid deteriorating liquidity04 Nov 2022
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High inflation may sap support for Democrats, making policy-making more complicated04 Nov 2022
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Weekly View: Spooky times02 Nov 2022
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Fed Meeting preview : It ain’t over til it’s over31 Oct 2022
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EM Monitor: Emerging market corporate bonds begin to sparkle27 Oct 2022
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The people's leader25 Oct 2022
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Higher rates, tighter liquidity24 Oct 2022
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The US tightens its grip on semiconductors19 Oct 2022
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Taking the prize18 Oct 2022
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House View Pictet Wealth Management, October 202214 Oct 2022
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The metaverse: a mega opportunity13 Oct 2022
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Your power in the fight against climate change12 Oct 2022
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To pivot… or not?11 Oct 2022
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Equities? No, not yet. Bonds? Maybe, just maybe.06 Oct 2022
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César Pérez Ruiz shares his top 3 investment themes of the month06 Oct 2022
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Energy crisis: how will Europe cope?05 Oct 2022
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Weekly View: Rattled04 Oct 2022
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UK: Mini budget, maxi risks28 Sep 2022
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Weekly View: Interest rate blues27 Sep 2022
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Weekly View: Risk Markets slapped20 Sep 2022
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New Pictet analysis and reporting platform allows investors to monitor their portfolio’s ESG risk20 Sep 2022
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Flash note: Central banks update14 Sep 2022
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Weekly View: Higher, faster13 Sep 2022
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ECB meeting preview - Europe: more fiscal spending = more monetary activism (whatever it breaks)07 Sep 2022
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Fixed income: where we stand07 Sep 2022
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Weekly View: No pain, no gain07 Sep 2022
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Summer rally already a distant memory05 Sep 2022
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Flash Note: Oil market - Weak economic activity weights on oil prices01 Sep 2022
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Pictet announces H1 2022 results31 Aug 2022
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Euro area: a policy mix dictated by energy worries31 Aug 2022
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Jackson Hole: Powell vows to keep fighting inflation31 Aug 2022
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Flash Note: Euro Area, a policy mix dictated by energy worries30 Aug 2022
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Weekly View: Back at Jackson Hole30 Aug 2022
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Regional conflict, global consequences19 Aug 2022
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US Inflation Reduction Act Clears Final Congress Hurdle - to be signed into law16 Aug 2022
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Weekly View: A skeptical rally16 Aug 2022
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Flash Note: Private equity performance in 202211 Aug 2022
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A closer look at the pitfalls and opportunities of investing in family businesses09 Aug 2022
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Weekly View: Recession, what recession?09 Aug 2022
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Weekly View: Summer respite03 Aug 2022
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Earth Overshoot Day: consuming like there's no tomorrow28 Jul 2022
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From inflation to growth concerns: A view of Asian markets28 Jul 2022
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The US housing market is rapidly transitioning from robustness (if not exuberance) last year to softness this year.27 Jul 2022
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The corporate journey to net zero27 Jul 2022
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How NFTs are resetting conventions in the luxury goods industry27 Jul 2022
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Weekly View: Heat waves in Europe26 Jul 2022
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Fed’s 75bp rate hike on Wednesday could be “peak Fed”26 Jul 2022
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Housing market sees a sharp reversal of fortune24 Jul 2022
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ECB preview: "Italian political uncertainty and what it means for the ECB"21 Jul 2022
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ECB preview: "Italian political uncertainty and what it means for the ECB"19 Jul 2022
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Weekly View: To parity and beyond?19 Jul 2022
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Flash Note: Precious Metals19 Jul 2022
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Weekly View: Final applause12 Jul 2022
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Flash Note: US Employment Update - June 202211 Jul 2022
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The euro faces growing downside risks11 Jul 2022
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Stoic Switzerland05 Jul 2022
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Weekly View: Now growth concerns05 Jul 2022
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César Pérez Ruiz shares his “3 on the 3rd” for July05 Jul 2022
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Recession looks inevitable, but not imminent01 Jul 2022
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Expecting a lot of near-term volatility, we remain neutral on US government bonds for now.01 Jul 2022
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Weekly View: Dead cat bounce28 Jun 2022
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ESG in Practice series: Evgenia Molotova on investing with impact23 Jun 2022
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Weekly View : Moody Blues21 Jun 2022
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Pictet Asset Management launches Pictet-Positive Change21 Jun 2022
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ECB backstop: ”and believe me, it might be enough”17 Jun 2022
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Additional stimulus will likely lead to further debt issuance16 Jun 2022
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Weekly View : Tightening Blues14 Jun 2022
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Fed is haunted by high inflation14 Jun 2022
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Aggressive pricing hurts convertible bond market14 Jun 2022
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Secular Outlook 202208 Jun 2022
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ECB preview: Recent inflation data have increased the probability of a 50bp move08 Jun 2022
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Weekly View : Gradual Reopening08 Jun 2022
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Pictet Wealth Management: House View, June 202207 Jun 2022
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Tackling climate change by investing in the fixed income markets07 Jun 2022
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César Pérez Ruiz shares his “3 on the 3rd” for June02 Jun 2022
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More pressure on the renminbi, less on bonds02 Jun 2022
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Weekly View: Resilience31 May 2022
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Revising down our forecast for Chinese growth25 May 2022
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Weekly View : Margin pressure25 May 2022
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Horizon 2022 – The Return of Big Government25 May 2022
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Euro periphery bond update18 May 2022
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Weekly View : Time travel17 May 2022
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Close to a peak?12 May 2022
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Weekly View : Unsettled10 May 2022
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Update Fed meeting06 May 2022
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Fed ready to up the pace on rate hikes05 May 2022
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Barometer: A cruel April could mark the trough04 May 2022
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César Pérez Ruiz shares his “3 on the 3rd” for May04 May 2022
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Weekly View: A kaput Fed put03 May 2022
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Hike now, pay later02 May 2022
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The search for income in FX markets02 May 2022
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How the Russia-Ukraine crisis changes the outlook for emerging market investors26 Apr 2022
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Weekly View : When hawks cry26 Apr 2022
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How to help combat climate change as a philanthropist26 Apr 2022
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Doubts persist over China’s growth prospects25 Apr 2022
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Bond investors need to understand the volatility cycle25 Apr 2022
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Pictet’s Philanthropic Themes for 202221 Apr 2022
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Weekly View: Tightening times21 Apr 2022
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César Pérez Ruiz shares his “3 on the 3rd” for April20 Apr 2022
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Gold: ETF demand to the rescue!20 Apr 2022
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Pictet Wealth Management: How the war in Ukraine is reverberating in Asia13 Apr 2022
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US treasury yield update07 Apr 2022
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Sovereign bond investing: a climate-focused approach06 Apr 2022
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ESG in Practice series: Gabriel Micheli on environmental investing06 Apr 2022
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Water's emerging potential06 Apr 2022
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Pictet Barometer: unsettling times06 Apr 2022
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US employment update06 Apr 2022
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Pictet Wealth Management’s latest positioning across asset classes and investment themes.05 Apr 2022
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Weekly View: Turnaround or pause?05 Apr 2022
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Pictet-Security: “Safety in the shelter?”04 Apr 2022
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Weekly view - Brake or Break?29 Mar 2022
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The long-term outlook for health and care24 Mar 2022
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Weekly View : Flickers of light22 Mar 2022
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Water's emerging potential22 Mar 2022
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Chinese economy shows signs of stabilising22 Mar 2022
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US endowments record their best returns since 198921 Mar 2022
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Weekly View: The negotiating table15 Mar 2022
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Default risk hangs over Russian bonds14 Mar 2022
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Surge in energy prices delays expected peak in inflation09 Mar 2022
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The benefits of co-investment09 Mar 2022
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Weekly View : Reassessment09 Mar 2022
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The Ukraine crisis: what's at stake for investors?07 Mar 2022
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3 on the 3rd – March 202207 Mar 2022
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Interview of the month: Frédéric Rollin (Pictet AM)04 Mar 2022
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Pictet Barometer: When conflicts erupt, calm reflection trumps evasive action04 Mar 2022
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Geopolitics unlikely to deter the Fed from tightening03 Mar 2022
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Pictet launches fifth vintage of Monte Rosa Co-Investment strategy03 Mar 2022
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What does the Russia-Ukraine crisis mean for markets?28 Feb 2022
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The ‘unverified list’, US sanctions and US-China tensions24 Feb 2022
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Pictet-Timber: everything looks good for wood24 Feb 2022
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Weekly View : Geopolitical Risks22 Feb 2022
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Thematic investment opportunities in the metaverse21 Feb 2022
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Perspectives: Moderate Swiss franc depreciation is on the cards18 Feb 2022
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Dispersion dominance: how bond investors can capitalise on emerging markets' idiosyncrasies16 Feb 2022
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Weekly View : Ceiling breakthrough15 Feb 2022
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Pictet’s Philanthropic Outlook for 202215 Feb 2022
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Seven megatrend themes to watch11 Feb 2022
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Flash Note - CURRENCIES : EURO10 Feb 2022
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Flash Note : ECB AND EURO GOVERNMENT BONDS - UPDATE09 Feb 2022
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Perspectives: US labour market takes omicron in its stride09 Feb 2022
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Pictet presents excellent 2021 results09 Feb 2022
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Weekly View : ONE, TWO, THREE, PIVOT!08 Feb 2022
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Perspectives - ‘A force to be reckoned with’: What the next decade has in store for Asian economies03 Feb 2022
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Perspectives: Geopolitical tensions cast cruel light on Russian assets02 Feb 2022
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Pictet AM Barometer: Buying the dip02 Feb 2022
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ECB Heads towards slow policy normalisation in 202302 Feb 2022
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Bonds that build back better01 Feb 2022
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A more hawkish Fed will push real US yields further up31 Jan 2022
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Pictet-Global Environmental Opportunities: "Heavy hands have green thumbs”31 Jan 2022
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Preparing minds for a March rate hike26 Jan 2022
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Weekly View : Bumpy rotation25 Jan 2022
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The Chinese economy has yet to stabilise25 Jan 2022
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Pictet Wealth Management: 2022 scenario for corporate bonds24 Jan 2022
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Perspectives - Outlook 202224 Jan 2022
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Italian politics (and bonds) at the crossroads19 Jan 2022
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Weekly View : The hawks club reigns18 Jan 2022
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Weekly View : THE FED SHOW18 Jan 2022
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Pictet Wealth Management - Our 2022 scenario for corporate bonds Looking for a comfortable spread cushion.17 Jan 2022
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PICTET WEALTH MANAGEMENT - Our 2022 scenario for equity volatility16 Jan 2022
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Barometer: Omicron wave won't sink stocks07 Jan 2022
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The trouble with bonds, Why an allocation to unconstrained fixed income strategies makes sense for investors.07 Jan 2022
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Barometer: Omicron wave won't sink stocks05 Jan 2022
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Pictet Wealth Management: Our 2022 macroeconomic scenario for the US06 Dec 2021
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Weekly View - Good cop, bad cop09 Nov 2021
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Time for tapering04 Nov 2021
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Weekly View - OUCH!03 Nov 2021
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Pictet-Clean Energy: comments on the energy crisis29 Oct 2021
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Pictet-Digital: Why some internet players are more immune to inflation, and will continue to take the lead29 Oct 2021
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Halloween comes early to Brazil29 Oct 2021
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Finding opportunities in stressed and distressed credit throughout the cycle26 Oct 2021
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Multiple headwinds test Chinese growth26 Oct 2021
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The future of the ECB’s quantitative easing26 Oct 2021
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Healthy cities26 Oct 2021
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Weekly View - Time for a breather26 Oct 2021
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ECB: The future of QE25 Oct 2021
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Making hay while the sun shines21 Oct 2021
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Urbanisation and the ‘economy of living’21 Oct 2021
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The Asian century21 Oct 2021
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The Bank of England’s rush job on inflation21 Oct 2021
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The Bank of England’s rush job on inflation21 Oct 2021
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The Asian century21 Oct 2021
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Pictet-Digital: “Digital transformation on hold?”20 Oct 2021
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Weekly View - The dreaded word 'transitory'19 Oct 2021
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Emerging-market bonds and the search for carry13 Oct 2021
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Barometer Pictet Asset Management: No time to buy?07 Oct 2021
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Japan: a diversifier for equity portfolios07 Oct 2021
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Weekly View - No time to relax06 Oct 2021
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Pictet-GEO: « Finance loves the environment, to the extreme? »04 Oct 2021
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Resurgence in M&A is set to continue29 Sep 2021
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Waiting for the next catalysts28 Sep 2021
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Evergrande’s problems: no systemic risk28 Sep 2021
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China’s growth momentum continues to fade27 Sep 2021
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Tailwinds for euro periphery bonds24 Sep 2021
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Stepping on the gas21 Sep 2021
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Bretton Woods, 50 years on: Gold, inflation and diversification30 Aug 2021
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Weekly View - From one extreme to another17 Aug 2021
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Are bonds forever?10 Aug 2021
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Pictet downgrades Brazillian stocks to neutral13 Jul 2021
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Football comes to Rome13 Jul 2021
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ECB: kicking the PEPP can11 Jun 2021
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Holding pattern08 Jun 2021
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M&A Boom14 Apr 2021
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Pictet Asset Management opens Shanghai office25 Mar 2021
