Global economic growth is transitioning back to sustainable levels following a post-lockdown boom in activity. Labour market fundamentals, such as job creation and wage growth, bode well for consumer demand around the world […]

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Global financial markets experienced some turmoil over the last two weeks, driven by the emergence of Omicron, a new variant of Covid-19. This, combined with expectations that central banks may begin to raise interest rates sooner than many expected, put pressure on equity markets […]

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Global equity markets have continued their ascent, driven by favourable business conditions and the resulting strong increase in earnings […]

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Global equity markets experienced some volatility in September, driven, in part, by the prospect of a debt default by Evergrande, China’s largest real estate developer […]

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The global economic recovery is powering ahead. Activity is rebounding impressively and, despite a resurgence in COVID-19 cases, there are many levers for growth […]

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We would like to share our thoughts on these global events as well as a few key topics related to our portfolio strategy, notably how Sustainable Investing can be integrated in natural resource investing and how to profit from secular trends in the information technology industry […]

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