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Our insights

Points in Time, Q2 2025

Despite a turbulent start to 2025 – marked by dramatic policy shifts, global tariff hikes, and geopolitical tensions – equity markets rebounded strongly in the second quarter. While these risks will likely keep headlines noisy in the second half of the year, market strength thus far proves yet again that even in turbulent times, staying invested pays off.

Grow Together - July 2025

In a world where expectations are rising, people want more from their financial relationships. They seek the perfect blend of strength and stability, without compromising the personalized care of a boutique experience. Inspired by this, we’ve chosen “best of both worlds” as our theme for this issue of Grow Together.

Bond Market Trumps the President

There was a time when the bond market quietly followed the lead on central banks. But for the first time in decades, global debt markets are asserting their influence. They’re challenging policy decisions, impacting yields, and quietly shaping the economic landscape. With the bond market no longer suppressed by central banks, this marks a new era of fixed income.

In the News

July 2, 2025

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