Publications

A Touch of Optimism at the Beginnning of 2021

At the beginning of the year our CIO, Jean-Christophe Rochat, CIIA, sees some justified optimism after a challenging year 2020.

January 18, 2021

Publications

Letter from the CIO - March 2026

Geopolitical Shock in the Middle East: Short-term Volatility, Fundamentals Still Prevail

March 17, 2026

Publications

Affordability, America’s Achilles’ Heel

In an economy that remains wealthy yet increasingly fragmented, purchasing power has become Washington’s primary test.

February 13, 2026

Publications

Letter from the CIO - February 2026

Markets in Transition: Fewer Obvious Trades, Greater Balance

February 12, 2026