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Our Perspective

Portfolio Update – July 2026
Portfolio Update – July 2026

Global equity markets have advanced steadily through the first half of 2026, with most major indices posting positive returns year-to-date, despite an environment marked by persistent geopolitical tensions and trade uncertainty. […]

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Economic and Capital Markets Outlook – Q3 2026
Economic and Capital Markets Outlook – Q3 2026

The global economy has proven remarkably durable following a succession of tariff shocks in 2025 and the outbreak of the U.S./Israel-Iran war in 2026. Indeed, recent readings of economic activity point toward continued resilience this year, rather than a sharp deceleration. […]

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Portfolio Update – June 2026
Portfolio Update – June 2026

Global equity markets have recovered from their first-quarter lows. […]

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