All Financial publications

  1. Prior to the invasion of Ukraine, the financial markets projected that such an invasion would not trigger a world war and global recession.

    Details : Financial letter, Spring 2022, 59th edition

    Louis Vazzoler

    Portfolio Manager, Senior Wealth Manager

  2. The pandemic isn't over, as shown by the onset of the Omicron variant and the rise in cases, hospitalizations and deaths in several countries. COVID 19 therefore remains an important risk factor that can still affect our forecasts.

    Details : Financial letter, Winter 2021, 58th edition

    Louis Vazzoler

    Portfolio Manager, Senior Wealth Manager

  3. To forestall a domino effect on supply and demand, governments opened the coffers of public finances and central banks deployed a bottomless monetary toolchest (interest rates, virtual balance sheets, quantitative purchasing).

    Details : Financial letter, Fall 2021 – 57th edition

    Louis Vazzoler

    Portfolio Manager, Senior Wealth Manager

  4. The unusual, spectacular response of public authorities has made it possible to preserve the gains of the past, quickly enable an exit from the crisis and allow for a recovery.

    Details : Financial letter, Summer 2021 – 56th edition

    Louis Vazzoler

    Portfolio Manager, Senior Wealth Manager

  5. “Global economic prospects have improved markedly in recent months, helped by the gradual deployment of effective vaccines, announcements of additional fiscal support in some countries, and signs that economies are coping better with measures to suppress the virus.” (OECD, March 2021)

    Details : Financial letter, Spring 2021, 55th edition

    Louis Vazzoler

    Portfolio Manager, Senior Wealth Manager

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