INSIGHTS

In earlier Strategy notes, we wrote about balancing optimism with prudence. In January, we expected steady market progress, and this has largely come to pass.

Light of a Clear Blue Morning This must be the best part of the year surely? The chill of an early morning gives way to

In January, we titled our outlook “A Year for Prudent Optimism”, expecting portfolios to make steady progress. Optimism was grounded in robust investment in US

Half time chat. As the whistle blows for half-time in 2026, we head back to the dressing room for a slice of orange and a

A Narrower Path We began this year with an Investment Strategy titled “A Year for Prudent Optimism”. At the time, our view was that portfolios could

In the last strategy our view was portfolios could continue to make steady progress, supported by ongoing investment in areas such as technology, particularly in

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

The global economy continues to be characterised  by slow growth and increasing uncertainty. While  some sectors are showing some resilience, tariffs,  inflation, and geopolitical risks