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

CIO Letter - October 2026

Rate noise, solid fundamentals

October 13, 2026

Publications

CIO Letter - September 2026

When Higher Rates Become a Policy Risk

September 16, 2026

Publications

Letter From the CIO - August 2026

Good Companies, Good Investments?

August 18, 2026