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.

December 15, 2020

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