Publications

Observation Deck: 4th Quarter 2020

Asset Management Research

A year to remember… and it’s not over yet!

In this edition of our Observation Deck for the 4th Quarter of 2020 we take a closer look at the following issues:

  • Fixed Income: Time to say Sayonara to Bonds?
  • Equity: Could Biden trump the markets?
  • Trends: CLOs / Not all structured credit is created equal


Read more by clicking below:

Banque Heritage - Observation Deck - 2020 Q4

October 21, 2020

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