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

Letter from the CIO: "Resilience or the start of recovery?" - April 2024

Read our latest Letter from the CIO publication titled "Resilience or the start of recovery?" here:

April 11, 2024

Publications

Letter from the CIO: "The bottle doesn’t matter as much as the drunkenness!" - March 2024

Read our latest Letter from the CIO publication titled "The bottle doesn’t matter as much as the drunkenness!" here:

March 18, 2024

Publications

Letter from the CIO: "2024's Journey Begins" - February 2024

Read our latest Letter from the CIO publication titled "2024's Journey Begins: January Review" here:

February 09, 2024

In order to ensure the usability of the website and to recognise your needs and preferences, we use cookies. Please press, "Accept" to agree to the use of cookies or press on the following link: Cookies policy to let us know your preferences regarding the use of cookies on our webpage.

accept