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

Affordability, America’s Achilles’ Heel

In an economy that remains wealthy yet increasingly fragmented, purchasing power has become Washington’s primary test.

February 13, 2026

Publications

Letter from the CIO - February 2026

Markets in Transition: Fewer Obvious Trades, Greater Balance

February 12, 2026

Publications

Outlook 2026 H1

The year 2025 confirmed a global soft-landing scenario, albeit at the cost of persistent imbalances across major economic regions.

January 15, 2026