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

CIO Letter - October 2026

Rate noise, solid fundamentals

October 13, 2026

Publications

CIO Letter - September 2026

When Higher Rates Become a Policy Risk

September 16, 2026

Publications

Letter From the CIO - August 2026

Good Companies, Good Investments?

August 18, 2026