Market Roundup Observers often use the average performance of the S&P 500 before and after mid-term elections to reassure investors. But the best post-election performance happened just after recessions or…

Market Roundup In this edition, the team notes that current yields offer notable cushion against rate hike risks, even as geopolitical tensions and stronger US data have pushed Treasury yields…

Market Roundup Key takeaways Markets remain calm after the Fed hiked rates and indicated further hikes are likely. However, the market had already priced in far more hikes than the…

Investment Roundup As markets adjust to less forward guidance from the Fed, rates and risk assets could experience greater volatility. Against this backdrop, selectivity and portfolio diversification remain important considerations.…

Investment Roundup With the Fed on hold rather than cutting, the setup rewards discipline over broad exposure. Click here to view the full report >>

Investment Roundup While the macroeconomic environment supports a constructive view on equities, strict selectivity is required as we observe structural fatigue beneath headline US data. Click here to view the…

Investment Roundup In this edition, we will be examining the hard data beneath the current AI Supercycle to look at where the capital is flowing and in particular, whether this…

Investment Roundup Taken together, the message is consistent. The market is moving through different stages of the same story. Shipping is leading the adjustment. Oil is still catching up. Inflation…

Investment Roundup As we enter the second half of 2026, all eyes are returning to the Federal Reserve. Click here to view the full report >>

Investment Roundup In this edition, we broaden the discussion beyond the energy crisis to revisit how tariffs, supply chains, inflation, and oil prices are interacting in the current market environment.…