Publications

Letter from the CIO for July - "Outrunning Delta"

Read July's Letter from the CIO titled "Outrunning Delta" here:

CIO_Letter_July_EN.pdf

(The next CIO letter will appear in September.)

July 19, 2021

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

Publications

Stablecoins: Washington’s discreet asset

Regulation, innovation, sovereignty: dollar-backed digital assets are emerging as a new instrument of US monetary power.

April 08, 2026