Press

Strategic Reallocation: When Gold and Bitcoin Redefine Portfolios

Gold and Bitcoin are emerging as strategic safe havens amid geopolitical and monetary instability, reshaping investment portfolios.

In a world grappling with persistent inflation, geopolitical tensions, and growing distrust in the monetary system, gold and Bitcoin are gaining prominence as essential safe-haven assets. According to an article by Allnews, authored by Jean-Christophe Rochat, CIO of Banque Heritage, these once-opposing assets are now converging in a shared pursuit of financial security and sovereignty. Central banks are stockpiling gold, while Bitcoin is gaining legitimacy, particularly in the United States, where it is being considered a strategic asset. This reallocation reflects a profound shift in investment strategies, where tangible and decentralized assets are redefining the concept of a safe haven.

Read the full article (in French): Allnews

June 11, 2025

Press

Is US banking regulation heading for a rollback?

Senior Equity Advisor Stéphanie Rheinboldt explores the outlook for financial deregulation in the US in a recent Allnews article.

July 14, 2025

Press

The Prisoner's Dilemma in Sino-American Trade Relations

A strategic reading of the U.S.–China trade tensions through the lens of game theory.

July 11, 2025

Press

Oil No Longer Reigns: AI Is Redrawing the Geopolitics of Energy

A new energy divide is emerging — no longer technological, but digital.

July 09, 2025