Publications

2024: From Crisis to Normalisation

As we reflect on 2024—a year marked by economic normalisation and market resilience—what can we expect for 2025? In this video, our CIO, Jean-Christophe Rochat, shares his analysis on the evolving global landscape and the challenges ahead.

From the stabilisation of inflation in 2024 to the heightened volatility anticipated in 2025, Jean-Christophe Rochat examines the key drivers, including U.S. economic policies, Europe’s persistent struggles, and China’s ongoing headwinds.

Strategic selectivity and diversification will be essential in the year to come.

👉 Watch now and prepare for what’s next

December 19, 2024

Publications

Letter from the CIO - April 2025

The first quarter of 2025 unfolded in an environment of high volatility, marked by notable divergences between asset classes and geographic regions.

April 09, 2025

Publications

The Gulf, a new El Dorado for investors?

For several decades, the Gulf countries have been redefining their role on the global economic stage.

March 28, 2025

Publications

Letter from The CIO - March 2025

Rising uncertainty is shaking global markets. While US equities falter, Europe is showing strength.

March 14, 2025