Multi-asset update: navigating uncertainty
Events in the Middle East are moving fast, but what does the ongoing conflict mean for investors and portfolios?
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
Market Perspectives: Middle East conflict – market impacts and implications
This week we focus on the weekend’s events after the US and Israel began major combat operations against Iran.
Back to basics: Why the time is right for multi-asset investing
The great reset in bond yields means multi-asset is once again a viable option for investors seeking a smoother return profile.
Market Perspectives: Tariffs 2.0? The options for President Trump
This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
Asset Allocation update – February 2026
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
Market Perspectives: The Great Rotation… What’s going on with US equities?
This week we focus on US equities and a rotation in the market.
Market Perspectives: Takaichi’s gamble pays off
This week we focus on the weekend’s Japanese elections.
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
This week we focus on the US Federal Reserve (Fed). We explore looming changes in leadership and a pause in rate.
Market Perspectives: Learning to live with tariffs threats
We focus on the fallout from last week’s Greenland tariff announcements and subsequent policy shifts.
