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As we enter 2026, global equity markets are poised for the next phase of expansion. After a year defined by policy disruption, technological revolution, and geopolitical uncertainty, investors are...
At our 2026 Annual Meeting, we review 2025 performance and present our macroeconomic outlook as well as our asset allocation convictions for 2026.
The decent returns on global equities during Q4 2025 masked significant volatility as concerns around valuations in the technology sector and the US economy remained in the headlines.
With multiple stock indexes near record levels, the potential for broadening momentum suggests it may be time to think about diversifying into asset classes that have started to rally more recently.
Diversification is helping investors and companies navigate the rewiring of the global economy at a time of rupture in geopolitics.
• After reaching a compromise agreement with the EU on Greenland, Washington is now threatening to increase tariffs for Canada by 100% as punishment for seeking closer ties with China. • The...
Global equities gained on the week
To boost pension plan participation, new private-sector employees will be automatically enrolled in a designated fund unless they opt for an alternative within the first 60 days of employment.
Please join Ralf Preusser in discussion with Paul Ciana, Alex Cohen and Adarsh Sinha. The team will address the rate checks in USDJPY and its impact on not just the yen but also the dollar. We will...
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