Q4 2025 Market Commentary

Q4 2025 Market Commentary

Market Overview The fourth quarter of 2025 capped off a strong year for risk assets and diversified portfolios. Equity markets extended their gains into year-end, supported by resilient economic activity, cooling inflation, and growing confidence that the most...
Q2 2023 Market Commentary

Q2 2023 Market Commentary

Commentary Highlights In North America, inflation numbers descended rapidly, though core inflation numbers were stickier. Central Banks in developed markets continue to hike. US and Global equity markets shrugged off the March banking crisis to continue advancing...