Investment Insights

Cautious Footing
Following a stellar quarter of performance for most risk assets, financial markets understandably started the third quarter on cautious footing as investors continue to contrast
Video Discussion: 2026 Attention-Grabbing Headlines and the Market
Market performance in 2026 has been a rollercoaster ride for investors. With several factors at play including the war in Iran, inflation, corporate earnings and

Shifting Narratives
As we started 2026, global stocks hovered near all-time highs and investors’ expectations for the year seemed relatively clear: inflation would continue to ease, the

No Signs of Stopping
May was another month for the record books. Global stock markets continued their strong advance following April’s stellar recovery from the pullback caused by the

No April Showers
Stock markets are off to a very strong start to the second quarter of 2026, having recovered all losses stemming from the conflict in the

Where do we go from here?
We entered 2026 on the heels of another strong year of market performance. Global stocks hovered near all-time highs, the economic backdrop was sound, and