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Portfolio Update – August 2023
Portfolio Update – August 2023

Global equity markets delivered positive returns in July, following a strong first half of the year. […]

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Portfolio Update – July 2023
Portfolio Update – July 2023

Equity markets ended a volatile first half of the year in positive territory […]

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Economic and Capital Markets Outlook – Q3 2023
Economic and Capital Markets Outlook – Q3 2023

Forecasts of an imminent recession are difficult to reconcile with recent economic developments. Despite strong headwinds related to restrictive monetary policy and persistent inflation, the global economy has remained resilient […]

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Portfolio Update – June 2023
Portfolio Update – June 2023

Markets were volatile during the past month as investors weighed the risks of the U.S. breaching its debt ceiling and the possibility of further interest rate hikes. […]

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Portfolio Update – May 2023
Portfolio Update – May 2023

Equity markets moved higher during the month of April, following a volatile March. […]

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Economic and Capital Markets Outlook – Q2 2023
Economic and Capital Markets Outlook – Q2 2023

The world economy is adjusting to a more restrictive policy environment. […]

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