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 H2

For more than a decade, investors operated in a world shaped by central banks: low inflation, abundant liquidity and ever-lower interest rates.

June 23, 2026

Publications

Letter from the CIO - May 2026

Back to normal… or almost

May 13, 2026

Publications

Letter from the CIO - April 2026

Geopolitical Easing and Economic Resilience: A More Constructive Yet Still Uncertain Environment

April 16, 2026