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

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