U.S.

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.

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. 

From crisis to comeback: European banks outperform expectations

The Euro Stoxx Banks Index has surged approximately 52% in USD—outpacing even the Bloomberg Mag 7 Index’s 40% gain. This shift signals a long-awaited rebalancing in global markets. Will the sector remain resilient?

Trump’s tariffs – what now?

Today, global markets awoke to the disturbing news of tariffs imposed by the U.S. In this special issue market update, Scott Blair, Chief Investment Officer, unpacks the impact of these tariffs, how markets are responding, and what it means for your portfolio.