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

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