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Portfolio Update – May 2025
Portfolio Update – May 2025

Global equity markets continue to exhibit elevated volatility. While some areas of the market have already begun to price in the anticipated impact of tariffs and shifting trade dynamics, uncertainty remains amid shifting timelines, evolving policies, and ongoing trade negotiations. […]

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Research Insights Webinar – April 2025
Research Insights Webinar – April 2025

Don’t miss this opportunity to hear directly from our management team and learn how we are navigating the challenges of today’s volatile and complex market environment. […]

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Portfolio Update – April 2025
Portfolio Update – April 2025

Global equity markets experienced a marked increase in volatility over the past month as investors reacted to escalating trade policy uncertainty. […]

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Economic and Capital Markets Outlook – Q2 2025
Economic and Capital Markets Outlook – Q2 2025

Punitive U.S. tariffs destabilized markets in the first quarter. […]

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Portfolio Update – March 2025
Portfolio Update – March 2025

As of the time of writing, the Trump administration initially moved forward with broad-based 25% tariffs on imports from Canada, with Canadian energy facing a lower tariff of 10%. However, three days following the announcement, the administration granted a 30-day exemption on tariffs for Canada and Mexico on products covered under the USMCA […]

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Portfolio Update – February 2025
Portfolio Update – February 2025

After months of rhetoric and speculation regarding U.S. tariffs on imports from Canada, Mexico, and China […]

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