Publications

Observation Deck : 1st Quarter 2020

Asset Management Research

In this edition of our Observation Deck for the 1st Quarter 2020 we develop our main market views for the beginning of the year:

  • Equities: All Eyes On Fed
  • Fixed Income: Where Do Yields Go Now?
  • Forex: Is the USD Under Pressure?
  • Private Markets: Opportunities Off The Beaten Track

Read more by clicking below:

Banque Heritage - Observation Deck - 2020 Q1

January 27, 2020

Publications

Letter from the CIO - June 2025

Market rebound: Trade détente eases uncertainty, but risks remain

June 12, 2025

Publications

Withdrawals from the 2nd/3rd Pillars: Will Taxation Change the Game?

The Federal Council proposes higher taxes on lump-sum withdrawals from the 2nd and 3rd pillars to align them with pension taxation and support social insurance amid demographic and budgetary pressures.

June 03, 2025

Publications

Letter from the CIO - May 2025

The first 100 days of Trump’s new presidency brought renewed volatility and policy uncertainty, shaking markets and challenging investor confidence.

May 15, 2025