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

OUTLOOK 2026 H2

For more than a decade, investors operated in a world shaped by central banks: low inflation, abundant liquidity and ever-lower interest rates.

June 23, 2026

Publications

Letter from the CIO - May 2026

Back to normal… or almost

May 13, 2026

Publications

Letter from the CIO - April 2026

Geopolitical Easing and Economic Resilience: A More Constructive Yet Still Uncertain Environment

April 16, 2026