February 2022.
Investor Strategy.
This month we are looking at the global markets and economy with an eye on some long-terms trends that may be on the verge of reversing. Whether equities, interest rates, economic trends or political leanings, we analyze whether or not we are witnessing some Titanic-like shifts that will certainly require some re-positioning and rebalancing of our portfolios.
Investor Strategy
Mostly smooth sailing
3 March 2026. Investor Strategy. February delivered a mixed performance across major markets, highlighting changing fundamentals and evolving policy dynamics across the globe.
Investor Strategy
Same themes to start the year
3 February 2026. Investor Strategy. Investors in January faced many of the same concerns that defined 2025, including geopolitical tensions, tariff threats, and changing interest…
Insights
2026 Outlook: Questions on the year ahead
January 2026. Investor Strategy. We reflect on what happened in 2025, and dive into the questions on investors' minds for 2026.