Publications

Letter from the CIO: "Let's stay calm!" - May 2024

Read our latest Letter from the CIO publication titled "Let's stay calm!" here:

Letter from the CIO May 2024

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

May 22, 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