Publications

Biden, the Fed and the Markets

By November, many unanswered questions had been resolved and the picture of 2021 is now becoming clearer. Our CIO, Jean-Christophe Rochat, highlights some of the key topics.

Dezember 15, 2020

Publications

CIO Letter - Oktober 2026

Zinsen sorgten für Unruhe, die Fundamentaldaten bleiben solide

Oktober 13, 2026

Publications

Letter from the CIO - September 2026

Wenn steigende Zinsen zu einem politischen Risiko werden

September 16, 2026

Publications

CIO Letter - August 2026

Gute Unternehmen, gute Anlagen?

August 18, 2026