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Our Perspective

Economic and Capital Markets Outlook – Q4 2026
Economic and Capital Markets Outlook – Q4 2026

Recent readings of economic data confirm that the global economy is on track for a healthy expansion in 2026. […]

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Portfolio Update – October 2026
Portfolio Update – October 2026

Global equity markets were resilient through the third quarter of 2026, supported by strong corporate earnings and a steady economic backdrop. Persistent geopolitical tensions, higher energy prices and renewed trade uncertainty continued to influence investor sentiment. […]

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Portfolio Update – September 2026
Portfolio Update – September 2026

Global equity markets have adjusted modestly this month, factoring in inflation concerns amid the continuing conflict in the Middle East. […]

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