Publications

Letter from the CIO: "Tipping Point?" - June 2023

Explore the latest publication by our CIO, Jean-Christophe Rochat, for the month of June titled "Tipping Point?"

June 13, 2023

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

Publications

2025 Outlook – Second Half

The first six months of 2025 have reshaped our view of global macroeconomic dynamics. A sequence of unexpected events has led us to reassessour convictions and adjust our positioning.

July 10, 2025