Insights
Investor Strategy
Investor Strategy
Back to the drawing board
8 September 2026. Investor Strategy. Global equity markets moved higher in August following a strong corporate earnings season. Despite solid performance, are we leaning more…
Investor Strategy
Extra time
5 August 2026. Investor Strategy. Markets have been rangebound over the past months. AI correction is weighing on markets, but good economic and earnings data…
Investor Strategy
Technically speaking
7 July 2026. Investor Strategy. The first half of the year has shown the market’s ability to navigate uncertainty. Despite periods of volatility, equity markets…
Investor Strategy
Beneath the surface
2 June 2026. Investor Strategy. May was another strong month for markets, with North American equity indexes reaching new record highs despite ongoing economic and…
Investor Strategy
V is for victory, for now
5 May 2026. Investor Strategy. While April delivered an impressive rebound for global equities, the combination of geopolitical uncertainty, stretched valuations, and a more fragile…
Investor Strategy
Navigate the noise
7 April 2026. Investor Strategy. March was defined by uncertainty, something markets rarely tolerate well, leaving investors with few places to hide.
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.