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 - November 2025

Financial Markets: Between Geopolitical Easing and Monetary Support

November 13, 2025

Publications

Letter from the CIO - October 2025

Markets in Suspension: Between Euphoria and Caution

October 15, 2025

Publications

Letter from the CIO - September 2025

Towards Global Reflation, but Under Certain Conditions

September 17, 2025