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

OUTLOOK 2026 H2

For more than a decade, investors operated in a world shaped by central banks: low inflation, abundant liquidity and ever-lower interest rates.

June 23, 2026

Publications

Letter from the CIO - May 2026

Back to normal… or almost

May 13, 2026

Publications

Letter from the CIO - April 2026

Geopolitical Easing and Economic Resilience: A More Constructive Yet Still Uncertain Environment

April 16, 2026