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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Market Commentaries
December 10, 2024
Global Asset Allocation Team Market Update – December 2024
In November, the so-called “Trump trade” lingered on following the Republican sweep in the United States – with investors cheering the incoming administration’s business-friendly stance.
Fixed Income
February 15, 2021
Is the Bond Market Getting Ahead of Itself?
The shape of the yield curve has changed significantly over the past six months.
Market Commentaries
June 6, 2023
Global Asset Allocation Team Market Update – June 2023
Sentiment deteriorated and financial markets relapsed in May on the back of a hawkish re-pricing of central bank policy expectations, a sluggish global growth landscape, and debt ceiling jitters in the United States.
Market Commentaries
October 20, 2025
Q4 2025 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.
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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.
Global Asset Allocation Team Market Update – January 2024