Global perspectives from
our Principal Advisers

Quarterly Investment Report – April 2026

Markets Find Their Footing Volatility returned in the March quarter, with geopolitical tensions and rising energy prices unsettling markets.

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Market Update – Volatility, Portfolios and Perspective

Market Update – Volatility, Portfolios and Perspective It has been an eventful month, so we wanted to provide a brief update on recent developments and what they mean for portfolios. We are living through a period where events that once shaped an entire year now

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Investment Insights – March 2026

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.

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Middle East Conflict: Implications for Investors

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

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Investment Insights – February 2026

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.

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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.

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