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 - 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