Publications

Letter from the CIO - July 2022: "Call to action for central banks"

You can find the latest publication from our CIO, Jean-Christophe Rochat, CIIA, through the link below:

Letter from the CIO - July 2022

The French and German versions are available on the respective language versions of this site.

July 19, 2022

Publications

Letter from the CIO - October 2025

Markets in Suspension: Between Euphoria and Caution

October 15, 2025

Publications

Letter from the CIO - September 2025

Towards Global Reflation, but Under Certain Conditions

September 17, 2025

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