
Summary Q1 2026
Macro: The global economy remains in a stable, but low growth cycle. Growth is holding up better than feared, with Bloomberg Consensus forecasts of global
Welcome to the first quarter 2026 investment strategy.

Macro: The global economy remains in a stable, but low growth cycle. Growth is holding up better than feared, with Bloomberg Consensus forecasts of global

A Year for Prudent Optimism The New Year is upon us—resolutions may already be wavering, but our commitment to navigating markets remains steadfast! If you

Infrastructure is now a critical growth story for the global economy. From data centres powering artificial intelligence (AI) to building the grids needed to support
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