Publications

Letter from the CIO - "The sound of cannons"

The March edition of our Letter from the CIO titled "The sound of cannons" is also available in French and German.

March 17, 2022

Publications

Et si Washington venait de faire le jeu de l’Europe

La vague démocrate du 3 novembre a déclenché une violente correction de la tech américaine. Pour l’Europe, elle pourrait au contraire ouvrir une fenêtre d’opportunité.

November 13, 2026

Publications

Washington Shifts, Fundamentals Hold

The new political landscape in Washington adds uncertainty, particularly around fiscal policy and Treasury financing needs. However, solid earnings and broadly resilient growth continue to support our central scenario.

November 10, 2026

Publications

Banque Heritage CEO: “I’m too young to retire"

Geneva-based Banque Heritage is pursuing ambitious growth plans, including a potential expansion into the external asset management business.

November 09, 2026