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Portfolio Update – November 2024
Portfolio Update – November 2024

As of time of writing, Donald Trump and the Republican Party appear to have secured a strong governing mandate from U.S. voters. […]

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Portfolio Update – October 2024
Portfolio Update – October 2024

Global equity markets reached all-time highs in September after the Federal Reserve cut its policy benchmark, initiating the start of a new easing cycle. […]

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Economic and Capital Markets Outlook – Q4 2024
Economic and Capital Markets Outlook – Q4 2024

The post-pandemic recovery period has progressed in an unusual manner. Following a spike in inflation and sharp rise in policy rates, consensus forecasts called for an economic downturn in 2023 which never materialized. […]

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Portfolio Update – September 2024
Portfolio Update – September 2024

Following steep losses at the beginning of August, global stock indices have recorded strong recoveries. […]

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Portfolio Update – August 2024
Portfolio Update – August 2024

Despite a broad-based pullback in equity markets in early August on signs of a weakening U.S. economy […]

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Portfolio Update – July 2024
Portfolio Update – July 2024

As we reach the midpoint of 2024, equity markets have trended upwards as inflation has eased and the global economy continues to show remarkable resilience. […]

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