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
February 11, 2025
Global Asset Allocation Team Market Update – February 2025
Financial markets began 2025 on a positive note following the inauguration of President Donald Trump in mid‑January – even despite his looming threats to impose tariffs on Canada, Mexico, and China.
Market Commentaries
January 13, 2025
Global Asset Allocation Team Market Update – January 2025
Financial markets ended 2024 on an uninspiring note as investors contemplated an environment of resilient growth and persistent inflation in the United States that cast doubts over the scope of policy easing from the Federal Reserve.
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.
Market Commentaries
November 8, 2024
Global Asset Allocation Team Market Update – November 2024
The fourth quarter got off to a challenging start, with both stocks and bonds losing ground in October.
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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 – March 2025