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Our Perspective

2025-26 Highlights
2025-26 Highlights

The global economy proved more resilient than many had anticipated over the past year. Entering 2025, consensus expectations for growth were tempered by lingering recession concerns, tariff-related uncertainty, and ongoing geopolitical tensions. […]

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Economic and Capital Markets Outlook – Q1 2026
Economic and Capital Markets Outlook – Q1 2026

Q&A with our Economics Team. The global economy has continued to advance despite a number of major headwinds in recent years. […]

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Portfolio Update – December 2025
Portfolio Update – December 2025

Global equity markets have delivered a strong run over the past eleven months. As we approach year-end, major indices remain on track for a third consecutive year of double-digit gains. […]

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