Insights

This commentary explores these dynamics and offers portfolio insights to navigate an increasingly uncertain landscape.

Last month brought a stark reality check: The MSCI World Index slipped -0.69% by 28 February, reflecting tariff jitters and persistent U.S.

As inflation remains a key concern for investors, with central banks like the Fed and BoE striving to maintain...

As the calendar turns to 2025, professionals across industries are reflecting on the market turbulence...

The U.S. economy closed 2023 defying expectations of a recession, with gross domestic product (GDP) outpacing...

Japan’s economy plummeted in the penultimate quarter of 2023 by 2.1% on a year-on-year basis, driven by the fall in...

It was a flurry of major company news and earnings results for US blue-chip companies. JP Morgan's third-quarter results showed...

The developed markets witnessed mixed performances in September as the S&P 500 experienced its worst-performing month since...

The United States witnessed a downgrade in August by Fitch Ratings anchored on the country’s troublesome...

The month of July 2023 was largely encompassed with the second-quarter earnings results from major blue-chip companies in...

The latest economic performance news from Europe showed a contraction in the continent's...

The US Debt Ceiling was top of mind for investors in the month of May, with developed markets’ equity performance not looking...

The earnings season in the United States for the first quarter of this year was...

The collapse of Silicon Valley Bank has thrown the global financial sector into panic, which led to its eventual fold-up and that of...

Following the close of the second trading month of 2023, an analysis of the developed markets reflects a positive year-to-date net return...

The United States reaches its debt ceiling, causing investors to speculate on how it could affect financial markets. Global Interest...

Developed Equities As we turn the page to 2023, markets remain volatile. On a year to date basis as of 30 December 2022, the energy...

The month of August was, on the whole, rather subdued. As we forecasted, bullish momentum peaked with the upside move likely exacerbated...

The month of July certainly left many scratching their heads. One of our leading indicators of GDP, the Purchasing Managers Index (PMI),...

Though the US equity markets fell yet again, June was a much tamer month despite our leading and lagging economic indicators not being...