What you work with
The operating system for advisory teams.
Five modules — clients, intelligence, research, content, and outreach — unified under one governed workspace.
The 3-Minute Brief
15 Mar 2026 07:30 CETUS CPI surprises to the upside
Core CPI printed 3.8% vs 3.6% expected. Real rates rising — bond proxies under pressure. Duration exposure needs review.
European earnings beat cycle broadening
Q4 beats running at 68% across STOXX 600. Industrials and healthcare leading. Valuations still 15% below US peers.
China stimulus pivot — policy easing accelerates
PBoC cut RRR by 50bp, signaling broader easing. EM Asia flows turning positive. Watch copper and AUD for confirmation.
Fed minutes release Wednesday 19:00 CET. Markets pricing 62% probability of June cut — any hawkish surprise will accelerate the duration unwind.
CPI surprise affects 78% of book
Duration-sensitive positions across 12 client portfolios
Top 3 holdings = 42% of AUM
Zellweger, Muller, and Lombardi concentrated in US tech
The Weekly Brief
Welcome back to The Weekly Brief. We're recording on March 15th, and there's a lot to unpack. US CPI came in hot — core at 3.8 versus expectations of 3.6. Sarah, what does this mean for rate expectations?
It's a meaningful miss, Alex. The market had been pricing a June cut at nearly 70% probability — that's now dropped to around 62%. The bigger story is what this does to duration-sensitive portfolios. We're seeing immediate pressure on bond proxies and rate-sensitive equities.
I'd add some context there. While the US is tightening expectations, the PBoC just cut reserve requirements by 50 basis points. We're seeing a real divergence in global monetary policy that creates opportunities — particularly in EM Asia where flows are starting to turn positive.
Interesting divergence. And on the European side, we're seeing Q4 earnings beats running at 68% across the STOXX 600. Marcus, is this the broadening you've been waiting for?
Deep, authoritative tone with measured pacing
Clear, energetic delivery with natural warmth
Calm, conversational style with gentle inflection
Precise articulation, professional broadcast quality
Meeting Brief
Muller Family Office · Generated 15 Mar 2026 08:15
AUM
CHF 24.5M
YTD
+4.8%
Since last meeting
+1.2%
Drift
3.2%
Review alternative allocation after Q1 results
22 Mar 2026
Send updated IPS for co-signing
Overdue — 10 Mar 2026
Schedule call re: Zurich property transfer
28 Mar 2026
Birthday — Elena Muller
18 Apr 2026
Trust annual review
30 Apr 2026
- •Ask about the family ski trip to Verbier last month
- •Their daughter started at ETH — congratulate
- •Discuss impact of CPI surprise on fixed-income sleeve
Divorce proceedings · Political views
Outreach Queue
8
Queued
3
Sent today
72%
Open rate
34%
Reply rate
CPI Impact on Your Fixed-Income Sleeve
US Tech Concentration — Action Required
Q1 Portfolio Review Summary
Follow-Up: Property Transfer Discussion
Welcome — Next Steps for Onboarding
Dear Mr. Muller, following this morning's CPI print at 3.8% — above the 3.6% consensus — I wanted to reach out regarding the implications for your fixed-income allocation. Your current 30% bond sleeve has meaningful duration exposure that we should review. I'd suggest we discuss shortening duration on the CHF-denominated tranche and reallocating toward...