Portfolio strategy

Portfolio Update – April 2026
Portfolio Update – April 2026

Energy prices and financial markets continue to adjust to an increasingly uncertain geopolitical backdrop following the escalation of the Middle East conflict. […]

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Portfolio Update – March 2026
Portfolio Update – March 2026

Over the past several months, we have highlighted that elevated valuations and aggressive earnings estimates across segments of equity markets represented a key risk to our outlook, particularly in an environment characterized by persistent geopolitical and trade-related uncertainty. […]

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Portfolio Update – February 2026
Portfolio Update – February 2026

Global equity markets began the year on a positive note, with major indices advancing despite intermittent volatility. […]

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2025-26 Highlights
2025-26 Highlights

The global economy proved more resilient than many had anticipated over the past year. Entering 2025, consensus expectations for growth were tempered by lingering recession concerns, tariff-related uncertainty, and ongoing geopolitical tensions. […]

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Portfolio Update – December 2025
Portfolio Update – December 2025

Global equity markets have delivered a strong run over the past eleven months. As we approach year-end, major indices remain on track for a third consecutive year of double-digit gains. […]

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Portfolio Update – November 2025
Portfolio Update – November 2025

The beginning of the fourth quarter saw continued strength across global equity markets, with major indices reaching new all-time highs amid continued investor optimism and resilient corporate earnings. […]

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