Market Commentaries | April 17, 2025
Q2 2025 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.
The growing prospect of a trade war is threatening to stagger global growth and push prices markedly higher. However, tariff-induced inflation limits the ability for central banks to come to the rescue.
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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.
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April 10, 2026
Global Asset Allocation Team Market Update – April 2026
The first quarter ended on a subdued note. Investor sentiment retreated as the US-Iran conflict fanned the flames of geopolitical
turmoil across the globe and sparked wild swings across financial markets.
