Publications

Letter from the CIO

Thanks to the Fed and China!

Read our CIO's commentary and analysis of the markets in the latest edition of Letter from the CIO :

  • - New impetus for the markets, boosted by synchronised interest rate cuts.
  • - The strength of the US economy is reassuring, but a slowdown is expected.
  • - China tries to revive its economy with unprecedented measures to support consumers.

And much more: Letter from the CIO - October 2024

October 10, 2024

Publications

H1 2025 Market Outlook

2025 brings economic uncertainty. With resilient US growth, European challenges, and emerging market opportunities, our CIO shares key insights for H1. Explore strategies to navigate turbulence and position your portfolio for success.

January 17, 2025

Publications

2024: From Crisis to Normalisation

As we reflect on 2024—a year marked by economic normalisation and market resilience—what can we expect for 2025? In this video, our CIO, Jean-Christophe Rochat, shares his analysis on the evolving global landscape and the challenges ahead.

December 19, 2024

Publications

Gold and Bitcoin: Safe Havens or Rivals?

In her latest article published today on Allnews, Stéphanie Reihnboldt, Senior Equity Advisor, delves into the complex relationship between precious metals and cryptocurrencies like Bitcoin.

December 18, 2024

In order to ensure the usability of the website and to recognise your needs and preferences, we use cookies. Please press, "Accept" to agree to the use of cookies or press on the following link: Cookies policy to let us know your preferences regarding the use of cookies on our webpage.

accept