Publications

Europe at a Crossroads

In his latest article published in Allnews, Jean-Christophe Rochat analyses the key dynamics at play and the challenges ahead

As the European Union embarks on a fragile recovery, economic and geopolitical tensions are reshaping its future. With global transformations accelerating and new leaders emerging within Europe, will the continent seize this opportunity, or does it risk being sidelined?

📖 Read more here (article in French) : L’Europe face à son destin | Allnews

February 19, 2025

Publications

2025 Outlook – Second Half

The first six months of 2025 have reshaped our view of global macroeconomic dynamics. A sequence of unexpected events has led us to reassessour convictions and adjust our positioning.

July 10, 2025

Publications

The Myth of Perfect Timing in Investing

Every investor has fantasized about making the perfect trade—buying low and selling high within a very short time frame.

July 01, 2025

Publications

Letter from the CIO - June 2025

Market rebound: Trade détente eases uncertainty, but risks remain

June 12, 2025