Publications

Observation Deck Q3 2021

Read the newest edition of our quarterly Observation Deck Q3 here:

KEYSTONES: Change is the only constant

EQUITIES: The growth of value

FIXED INCOME: The bond market is (too) relaxed

TRENDS: Careful what you wish for


Find the digital version here: Observation Deck Q3 2021

July 26, 2021

Publications

Outlook 2026 H1

The year 2025 confirmed a global soft-landing scenario, albeit at the cost of persistent imbalances across major economic regions.

January 15, 2026

Publications

Mirror, mirror on the wall, who is the fairest now?

Powered by TikTok and rapid innovation, K-beauty is emerging as the new global force in the beauty industry.

January 12, 2026

Publications

Letter from The CIO - December 2025

Investing with discipline: what 2025 has taught us

December 11, 2025