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

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

Publications

The Myth of Perfect Timing in Investing

Every investor has fantasized about making the perfect trade—buying low and selling high within a very short time frame.

July 01, 2025

Publications

Letter from the CIO - June 2025

Market rebound: Trade détente eases uncertainty, but risks remain

June 12, 2025