Publications

Letter from the CIO: "Inflation Eases, Markets Rally: Mapping 2024" - December 2023

Read the latest publication of our Letter from the CIO titled "Inflation Eases, Markets Rally: Mapping 2024" here:

December 21, 2023

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