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

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

Publications

Letter from the CIO - February 2026

Markets in Transition: Fewer Obvious Trades, Greater Balance

February 12, 2026