Publications

Letter from the CIO September 2022: "Another turn of the screw"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

September 21, 2022

Publications

Letter from the CIO - March 2026

Geopolitical Shock in the Middle East: Short-term Volatility, Fundamentals Still Prevail

March 17, 2026

Publications

Affordability, America’s Achilles’ Heel

In an economy that remains wealthy yet increasingly fragmented, purchasing power has become Washington’s primary test.

February 13, 2026

Publications

Letter from the CIO - February 2026

Markets in Transition: Fewer Obvious Trades, Greater Balance

February 12, 2026