> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bordier.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What Bordier publishes

> Bordier runs two regular research series: a weekly Monday Report and a monthly thematic insight. What each one is, how often it appears, and who publishes it.

Bordier produces two regular research series. They differ in length, in cadence, in the entity that issues them, and in what they are for.

## The two series

| | |
| - | - |
| The Monday Report | Weekly, on a Monday. A single page covering the week just gone and the week ahead. Issued by Bordier & Cie SCmA, Geneva. |
| The monthly insight | Monthly. Three to six pages, headed Monthly Market Update. One theme, treated at length. Published by **Bordier & Cie (Singapore) Ltd**. |

The two are not versions of each other. The Monday Report is a standing weekly scan across economics, bonds, equities, currencies and the Swiss market. The monthly insight leaves the news cycle alone and takes a single structural question, usually one where a physical constraint, a policy shift or a monetary change is reshaping an industry over years rather than weeks.

## The monthly insight in 2026

The 2026 series has appeared every month since January and has run to eight issues by August. Subjects have spanned space, commodities, nuclear fuel, artificial intelligence infrastructure, the resources that infrastructure consumes, and the monetary order behind global energy trade.

Six of them are summarised on this portal:

<CardGroup cols={2}>
  <Card title="The slow erosion of the petrodollar" href="/insights/petrodollar">
    The dollar stays central but becomes less exclusive.
  </Card>

  <Card title="Uranium, the strategic bottleneck" href="/insights/uranium">
    The constraint on a nuclear revival is fuel, not reactors.
  </Card>

  <Card title="The next AI bottleneck" href="/insights/ai-infrastructure">
    The constraint has moved from chips to the system around them.
  </Card>

  <Card title="How thirsty is the AI industry" href="/insights/ai-water">
    Freshwater is an overlooked constraint on data centres and chip plants.
  </Card>

  <Card title="Heavy assets, low obsolescence" href="/insights/halo">
    AI adoption is running ahead of measured productivity.
  </Card>

  <Card title="The rise of gold" href="/insights/gold">
    Central banks are still buying while no major new deposit is found.
  </Card>
</CardGroup>

## What is on this portal, and what is not

These pages are **abstracts, not reproductions**. The bank distributes the full text of each issue to its own recipients, and the portal does not carry it. Each abstract sets out the argument and leaves out the positioning, the price levels and the single-security commentary that the original carries for a reader whose circumstances the bank already knows. For the full text, speak to your banker.

## Related

* [The Monday Report](/insights/monday-report), what the weekly publication contains and who it is for.
* [Our approach to investment](/solutions/investment-approach), the philosophy the research sits inside.
* [Bordier in Singapore](/facts/singapore), the entity that publishes the monthly insight.
* [References](/reference/sources), where the material on this portal comes from.

<Note>
  General information only. Not investment advice, not a solicitation and not an offer. Eligibility, services and terms differ by jurisdiction and by client. Speak to your banker about your own circumstances.
</Note>

*Sources: Bordier & Cie Monday Report series 2026; Bordier & Cie (Singapore) Monthly Market Update series 2026; the Bordier UK Wealth Management Service client brochure, December 2025.*


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