Publications

Letter from the CIO - Stagflation

Find below our latest Letter from the CIO for November titled Stagflation:

CIO_Letter_November_EN.pdf


(French and German versions are available in the respective languages of the website)

November 19, 2021

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