Publications

Observation Deck : 3rd Quarter 2019

Investment

In this edition of our Quarterly Observation Deck we address the following issues:

  • Real Rates Were Reappearing
  • Equities: An Unbelievable First Half
  • Fixed Income: Yields: Race to the Bottom
  • Commodities: The “Raison d’Etre” of Holding Gold


Read more by clicking below :

Banque Heritage - Observation Deck - 2019 Q3



July 22, 2019

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

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