Insights

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.

Since 2008, the economy and financial markets have been driven by extraordinary actions from central banks, a thirst for yield, falling productivity and a prolonged expansion characterized by very low inflation. We continue to expect the next seven years to be driven by a return to normality in central bank activities and productivity. Demographics should […]

Investor sentiment thrived in May, with unrelenting enthusiasm around the artificial intelligence (AI) boom and lingering hopes for a truce between the United States and Iran buttressing risk appetite.

The thought of an invisible enemy that spreads easily and carries a non-trivial mortality rate sends shivers down most people’s spine. COVID-19 has been such an enemy and is slowing down the global economy with people moving into hiding.