Publications

Observation Deck : 3rd Quarter 2020

Asset Management Research

The outlook for the rest of the year remains far from transparent. The uncertainty on the economic, political and social fronts heightened, near crippling and splintered. The impacts which are only just being felt have been historic, unprecedented and immediate. Economies and society have literally stopped dead in their tracks. In this edition of our Observation Deck for the 3rd Quarter of 2020 we take a closer look at:

  • Fixed Income: Bonds vs Inflation
  • Equities: High Expectations for 2021
  • Trends: Trending? Themes!

Read more by clicking below:

Banque Heritage - Observation Deck - 2020 Q3

July 15, 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