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


Letter from the CIO - February 2021

All Eyes on Growth

February 22, 2021


The New Gold

Lightweight gold with equivalent monetary value to its origin. The amazing possibilities of a recent invention by the ETH Zurich.

February 18, 2021


The Rise of China's Middle Class

The Chinese middle class is growing strongly. Nevertheless, retail sales are falling year by year. The idea of a destitute middle class development may be looming.

February 04, 2021

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