Publications

Letter from the CIO for November: "Mid-terms, Thanksgiving and Black-Friday!"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

November 14, 2022

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