Publications

Should you bank on Bitcoin?

Asset Management Research

“By analogy, while there is a quasi-philosophical case for virtual currency schemes, they are not viable in their current shape and form as a physical, scriptural or dematerialized currency replacement.“

Banque Heritage - Should you bank on Bitcoin ?

June 25, 2018

Publications

Letter from the CIO - October 2025

Markets in Suspension: Between Euphoria and Caution

October 15, 2025

Publications

Letter from the CIO - September 2025

Towards Global Reflation, but Under Certain Conditions

September 17, 2025

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