ABOUT US
Investment Insights – March 2026 We’re pleased to share our latest Investment Insights update, a more detailed edition reflecting on recent events and the key forces shaping portfolios as we move through March.
Middle East Conflict: Implications for Investors Recent developments in the Middle East have increased geopolitical uncertainty, with potential implications for global markets. While the human cost is troubling and rightly commands attention, markets tend to focus on the economic transmission channel. In this case, that
Investment Insights – February 2026 We’re pleased to share the latest edition of our Investment Insights report, which highlights the key trends shaping markets and portfolios.
Healthy Optimism or Speculative Excess? Markets ended 2025 in better shape than many expected, but the forces behind that strength are still being tested.
Investment Insights – January 2026 We’re pleased to share the latest edition of our Investment Insights report, designed to keep you updated on the trends influencing markets and guiding portfolio decisions. Our Advisory Board meets in two weeks to review opportunities and positioning for the
Investment Insights – December 2025 We’re pleased to share the final edition of our Investment Insights for 2025. In this update, we look at the key developments shaping the end of the year and what’s ahead for 2026.
