Publications

Letter from the CIO: "Does May mean "stay" this time?" - May 2023

The May edition of our Letter from the CIO, titled "Does May mean stay this time?", is now available in English, French and German (toggle language at top right menu dropdown).

May 03, 2023

Publications

March 30, 2026

Publications

Letter from the CIO - March 2026

Geopolitical Shock in the Middle East: Short-term Volatility, Fundamentals Still Prevail

March 17, 2026

Publications

Affordability, America’s Achilles’ Heel

In an economy that remains wealthy yet increasingly fragmented, purchasing power has become Washington’s primary test.

February 13, 2026