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
March 6, 2020
Market Update from the Global Asset Allocation team – March 2020
Investor anxiety morphed into panic in February. Financial markets were rattled by the latest headlines around the novel coronavirus, with investors attempting to gauge the severity of the widening epidemic and the implications for global growth.
Market Commentaries
February 24, 2020
COVID-19 – Reflationary Train Delayed, Not Derailed
Description: Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation details how financial markets have reacted to the spread of the COVID-19 virus, and shares her thoughts on the near and long term macroeconomic impacts.
Market Commentaries
February 6, 2020
Market Update from the Global Asset Allocation team – February 2020
Just as one source of investor angst faded at the beginning of 2020, another intensified. After simmering trade tensions fueled a blockbuster start to the year, sentiment took a turn for the worse after the outbreak of the Wuhan coronavirus threatened to derail an already-fragile global growth backdrop. The epidemic, and efforts to contain it […]
Market Commentaries
January 6, 2020
Market Update from the Global Asset Allocation team – January 2020
Investors headed towards the end of 2019 in an optimistic mood as two policy risks that were plaguing sentiment throughout the year receded in December, while some nascent signs of a stabilizing global economy also buoyed risk appetite. Of note, the US and China managed to agree on the details of a “phase one” trade […]
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Market Commentaries
June 8, 2026
Global Asset Allocation Team Market Update – June 2026
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.
COVID-19 – Market Update