Publications

Observation Deck Q4 EOY 2021

Read the newest edition of our Observation Deck for the end of the year with an outlook to 2022 here:

REVIEW AND OUTLOOK: A year between Delta and Omicron

EQUITIES: More upside, more volatility

ALTERNATIVE INVESTMENTS: Slowing the fall, a case for alternatives

Find the digital version here: Observation Deck Q4 EOY 2021 en




(a German version is available on the German website; toggle the language at the top right corner)

December 21, 2021

Publications

Letter from the CIO - March 2026

Geopolitical Shock in the Middle East: Short-term Volatility, Fundamentals Still Prevail

March 17, 2026

Publications

Affordability, America’s Achilles’ Heel

In an economy that remains wealthy yet increasingly fragmented, purchasing power has become Washington’s primary test.

February 13, 2026

Publications

Letter from the CIO - February 2026

Markets in Transition: Fewer Obvious Trades, Greater Balance

February 12, 2026