Quarterly Investment Report – January 2026
Healthy Optimism or Speculative Excess? Markets ended 2025 in better shape than many expected, but the forces behind that strength are still being tested.
Healthy Optimism or Speculative Excess? Markets ended 2025 in better shape than many expected, but the forces behind that strength are still being tested.
Fear or Fundamentals? Headlines have been volatile this year, with fear surrounding inflation, trade tensions, and shifting policy; yet the numbers tell a more balanced
Boom or Bluff? Markets are strong, but the signals are mixed. In our latest quarterly report, we share how we’re navigating the second half of
What Could Go Right? The first quarter of 2025 brought a notable shift in market conditions, driven by renewed geopolitical tension, shifting policy expectations, and
As we move through the first quarter of 2025, financial markets remain at an interesting crossroads – supported by economic resilience yet facing risks that could test investor confidence.
Below is a summary of our latest insights and a video from Advisory Board member Daryl Wilson on our positioning for the year ahead.
As we enter the closing stages of 2024, the global landscape is undergoing a notable transformation. Donald Trump’s re-election, alongside a Republican majority in the House and Senate, has introduced a refreshed stance on geopolitics, fiscal policy, and international economic growth, reshaping the financial horizon.
Recent data suggests a potential soft landing for the global economy, as an increasing number of central banks are cutting rates to sustain growth amidst slowing momentum and inflation. Below is a summary of our latest quarterly report, which examines the key themes driving markets, along with the risks and opportunities for the second half of the year and beyond.
The strong momentum behind markets continued throughout the first quarter of 2024, with the Global Equity index climbing 14%, taking its annual return to 26%. Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond.
Contrary to expectations of an impending recession, 2023 was a favourable year for investors, with Global Equities and Bonds gaining +22% and +5%, respectively.
Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond.
Our October report examines the key themes, risks and opportunities for the remainder of 2023 and beyond.
Overall, the economy continues to defy expectations. Resilient growth reflects longer-than-expected policy lags, supported by an uneven interest rate burden that will keep rates higher for longer.