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
August 6, 2020
Market Update from the Global Asset Allocation team – August 2020
In July, risk appetite was underpinned by further signs of a revival in global growth, the solid start to second quarter earnings season, and the abundance of fiscal and monetary stimulus – which when taken together overshadowed pessimism regarding the latest resurgence in Covid-19 cases.
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
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.
Insights
May 7, 2026
Global Asset Allocation Team Market Update – May 2026
Investor sentiment thrived in April even in the wake of an erratic geopolitical backdrop that has stoked fears of stagflation.
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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.
COVID-19 – Reflationary Train Delayed, Not Derailed