Publications

Observation Deck Q1 2021

Asset Management Research

Some of last year's key stories will continue to move us in 2021.


Here are a few of them we take a closer look at:

Macro View: After the rain...

Fixed Income: Bonds to underperform stocks

Equities: At long last OK for the UK

Trends: The tip of the Iceberg - a closer look at Bitcoin in the current surrounding


We hope you enjoy reading our latest edition of our quarterly Observation Deck:

Observation Deck Q1 2021



February 02, 2021

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