What we are watching, and why
Analysis from our investment committee: monthly outlooks and longer reads.
Articles
After the AI sell-off
The AI trade broke on 5 November. Why we advise caution, and our view on each asset class.
GYRA Investment Committee
Read the analysis →The first inheritance usually goes to a spouse
Family wealth changes hands twice. The first handover is the one families prepare least.
By Baran Akin
Swiss inheritance law since 2023: what changed for families
Smaller reserved portions, more freedom to decide, and why older wills deserve a second look.
By Baran Akin
Bringing the next generation in, without handing over the keys
Involving heirs early is a matter of steps, not of a single handover.
By Baran Akin
Market Outlook: October 2026
Rates, inflation, market structure and the financing of the AI build-out.
GYRA Investment Committee
Geopolitical Outlook: Middle East and Ukraine
Why October matters for the Iran conflict, energy markets and the Baltic.
By Arkan Akin, Geopolitical research
Put-writing: equity exposure with an income cushion
Selling protection against falling markets, and where it sits between bonds and equities.
By Baran Akin
The technology lasts. The investors often don’t.
Railways, fibre optics and data centres: what infrastructure booms teach investors.
By Baran Akin
What is left of the private markets premium
Three decades of data, and why selection now matters more than access.
By Baran Akin
How governments shrink debt quietly
When spending cannot be cut and taxes cannot be raised, there is a third route.
By Baran Akin