Insights

Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.

Learn more Global Investment Outlook

Sentiment wavered somewhat in July as investors contemplated the global spread of the highly-transmissible delta variant and its implications for the reopening and the recovery.

Learn more Market Update from the Global Asset Allocation Team – August 2021

The words Environmental, Social and Governance have become commonplace in the lexicon of investors of late.

Learn more ESG Everyday: A Framework for Fixed Income Portfolios

Investor optimism lingered-on in May as the post-pandemic global economic revival gained further momentum.

Learn more Market Update from the Global Asset Allocation Team – June 2021

Optimism flourished in November and global equity markets soared to new highs after some encouraging reports of progress on the vaccine-front, which raised the prospect for an end to the pandemic and emboldened expectations for a rapid recovery in growth.

Learn more Market Update from the Global Asset Allocation team – December 2020