Publications

Letter from the CIO - May 2020

Our Chief Investment Officer gives us an overview of market developments and our portfolio activities in the past month.

June 04, 2020

Publications

Letter from the CIO - November 2025

Financial Markets: Between Geopolitical Easing and Monetary Support

November 13, 2025

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