Insights

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.

Gold’s timeless allure and charting its uncertain future

From the stagflation of the 1970s to today’s rising geopolitical tensions, gold has long been regarded as a safe hedge against inflation in turbulent times. However, given the uncertainty of its future pricing – amongst other factors – investors may find greater advantages in acquiring shares of well-managed gold producers.

Points in Time, Q1 2025

Despite the whirlwind of market and economic uncertainty, it's encouraging to see how resilient diversified portfolios can be. In this issue, our investment team offers insights on how a broader market presents more prospects beyond a few dominant stocks and where exciting growth opportunities may lie.

Grow Together - April 2025

In a world overloaded with information, having more knowledge requires more discernment. Deep focus and critical thinking are rare – and, therefore, highly valuable. This served as inspiration for our current issue of Grow Together, which is themed “Insight Over Information". 

Navigating Trump's Tariff Tsunami

Large swings in markets can make even seasoned investors wary, especially in today’s world of constant news flow. Scott Blair, Chief Investment Officer, shares his insights on the ‘Tariff Tantrum’ and the current market downturn, as well as reminds us how markets are a forward-looking mechanism and the importance to stay on course in these times.