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

2025 Outlook – Second Half

The first six months of 2025 have reshaped our view of global macroeconomic dynamics. A sequence of unexpected events has led us to reassessour convictions and adjust our positioning.

July 10, 2025

Publications

The Myth of Perfect Timing in Investing

Every investor has fantasized about making the perfect trade—buying low and selling high within a very short time frame.

July 01, 2025

Publications

Letter from the CIO - June 2025

Market rebound: Trade détente eases uncertainty, but risks remain

June 12, 2025