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2024-25 Highlights
2024-25 Highlights

The global economy proved more resilient than many had anticipated over the past year. […]

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Economic and Capital Markets Outlook – Q1 2025
Economic and Capital Markets Outlook – Q1 2025

The global economy’s resilience has confounded many forecasters. […]

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Portfolio Update – December 2024
Portfolio Update – December 2024

Global equity markets continued their upward trajectory following the U.S. election, reaching record highs. […]

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Portfolio Update – November 2024
Portfolio Update – November 2024

As of time of writing, Donald Trump and the Republican Party appear to have secured a strong governing mandate from U.S. voters. […]

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Portfolio Update – October 2024
Portfolio Update – October 2024

Global equity markets reached all-time highs in September after the Federal Reserve cut its policy benchmark, initiating the start of a new easing cycle. […]

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Economic and Capital Markets Outlook – Q4 2024
Economic and Capital Markets Outlook – Q4 2024

The post-pandemic recovery period has progressed in an unusual manner. Following a spike in inflation and sharp rise in policy rates, consensus forecasts called for an economic downturn in 2023 which never materialized. […]

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