Insights
2024 Sustainability Report
We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.
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Insights
May 10, 2021
Inflation and Interest Rates: What’s Next?
We subscribe to the lower-for-long thesis, however we would be remiss not to acknowledge the fixed income sell-off that began the year.
Insights
April 21, 2021
Agriculture’s resilient 2020 paves way for solid 2021
The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.
Market Commentaries
April 14, 2021
Q2 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
Market Commentaries
April 8, 2021
Market Update from the Global Asset Allocation Team – April 2021
The macroeconomic outlook continued to gather momentum heading into the second quarter as the global vaccine campaign accelerated, while plans for large-scale fiscal spending in the US also emboldened calls for a rapid recovery through 2021.
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Insights
April 15, 2026
Q2 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
Market Update from the Global Asset Allocation Team – May 2021