Our Portfolio Allocation Summary for July 2025.

Our Portfolio Allocation Summary for June 2025.

Our Portfolio Allocation Summary for May 2025.

Our Portfolio Allocation Summary for April 2025.

Our Portfolio Allocation Summary for March 2025.

Our Portfolio Allocation Summary for January 2025.

Markets and forecasters anticipate a “Golden Age” for Trump’s America, with US growth expectations soaring while the rest of the world lags. However, this extreme optimism means that there is a lot of room for disappointment. Cooling…

Special Report

Inflation concerns are starting to ramp up again due to potentially inflationary policies from the new Trump administration. These concerns mostly affect the US inflation outlook. Evidence from forward-looking indicators shows that…

Our Portfolio Allocation Summary for January 2025. 

This is the time of the year when strategists are busy sending out their annual outlooks. Here on the Global Investment Strategy team, we decided to go one step further. Rather than pontificating about what could happen in 2025, we…