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Portfolio Update – August 2022
Portfolio Update – August 2022

Global equity markets delivered positive returns during the month of July, following a difficult first half of the year […]

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Portfolio Update – July 2022
Portfolio Update – July 2022

The month of June saw broad-based declines across major asset classes. Rising inflation and the prospect of aggressive rate hikes led investors to price in a higher probability of recession […]

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Economic and Capital Markets Outlook – Q3 2022
Economic and Capital Markets Outlook – Q3 2022

Rising interest rates, high inflation, the Russia-Ukraine war, and renewed lockdowns in China all present challenges to the world economy […]

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Portfolio Update – June 2022
Portfolio Update – June 2022

Global equity markets extended their declines during the month of May, with high-priced technology shares once again suffering the steepest pullbacks […]

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India: a country of great promise
India: a country of great promise

India is home to one of the most promising outlooks in emerging markets, both from a top-down macroeconomic perspective and a bottom-up investment approach. […]

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Portfolio Update – May 2022
Portfolio Update – May 2022

Global equity markets declined in April as multiple factors weighed on investor sentiment. Surging inflation, tighter monetary policy, ongoing risks stemming from the war in Ukraine and renewed pandemic-induced lockdowns in China are contributing to concerns that the risk of a global recession is rising […]

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