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As 2025 comes to an end, we look back on a year shaped by a complex geopolitical environment, shifting policy signals and an unexpectedly resilient global economy.  In our final podcast episode of the year, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Kuenlen, Investme…
January has turned the volume back up - geopolitics, policy rhetoric, and shifting market narratives. Yet beneath the headlines, markets have remained relatively steady so far. In this month’s Perspectives podcast, we look at what the early weeks of 2026 may be signalling for portfolios: the path f…

Adjusting the dial

In this month’s episode, we discuss firmer US economic data and what continued resilience may imply for the trajectory of rate cuts. We also reflect on evolving market leadership and constructive earnings, as well as recent developments in gold and currencies. As narratives shift quickly, what shou…
As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease.   In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around pot…
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