Publications

Letter from the CIO: "Goldilocks again!" - June 2024

Read our latest Letter from the CIO publication titled "Goldilocks again!" here:

Letter from the CIO June 2024

(The publication is also available in German and French on the respective language version of this website - toggle language at top right)

June 17, 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