Insights
Investor Strategy
Investor Strategy
Proceed with caution
5 October 2026. Investor Strategy. Despite solid economics and earnings helping to manage higher market yields, are signs of strain starting to show after years…
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…