Publications

Letter from the CIO: "Goldilocks again!" - June 2024

Read our latest Letter from the CIO publication titled "Goldilocks again!" here:

Letter from the CIO June 2024

(The publication is also available in German and French on the respective language version of this website - toggle language at top right)

June 17, 2024

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