Featured Insights
Mid-Market Infrastructure Debt: A Defensive Allocation for a Changing Market Environment
June 9, 2026
As investors navigate a more complex environment, resilient income and downside protection remain increasingly important. Our latest publication explores why mid-market infrastructure debt may offer a differentiated allocation, and how specialized managers with direct origination capabilities and sector expertise can help investors access these opportunities.
Q2 2026 Investment Outlook & Portfolio Strategy
April 15, 2026
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
All Eyes on Emerging Markets
November 27, 2025
With the impressive gains seen across emerging markets indices in 2025, our team is thrilled to share our latest insights in this space to highlight the expertise behind our strategies.
Explore Insights
Taiwan, Supply Chain and AI: Powering the Next Phase of Growth
January 28, 2026
A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.
Q1 2026 Investment Outlook & Portfolio Strategy
January 16, 2026
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.
Diversification in Agriculture is Critical to Achieving Investor Objectives in the Asset Class
January 15, 2026
Agriculture aims to effectively meet the needs of investors seeking the benefits of diversification and an expansion of the efficient frontier of their portfolio. Even a modest exposure to the asset class can accomplish these objectives.
Global Asset Allocation Team Market Update – January 2026
January 9, 2026
Financial markets generated some mixed results in December as fears around lofty valuations saw the AI trade fizzle towards year end – while investors were also contemplating the path for global monetary policy as the synchronized easing cycle winds down.
Global Asset Allocation Team Market Update – December 2025
December 5, 2025
Financial markets were whipsawed in November.
All Eyes on Emerging Markets
November 27, 2025
With the impressive gains seen across emerging markets indices in 2025, our team is thrilled to share our latest insights in this space to highlight the expertise behind our strategies.
Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets
November 19, 2025
In our latest webinar, Jerome Booth, Ian Simmons and CJ Morrell explored where today’s most compelling opportunities are emerging, why selective active exposure can outperform passive allocations and how structural reforms are reshaping markets across Asia, the Middle East and frontier economies.
Global Asset Allocation Team Market Update – November 2025
November 7, 2025
The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market.
Webinar: Geopolitical and Economic Updates
November 7, 2025
Click the link below to watch an interview with Candice Bangsund and Emerson Savage, as they explore the economic outlook and implications for financial markets and investor portfolios.
Canadian Real Estate: A Strategic Shield Against Monetary Debasement
November 3, 2025
In the current new regime, Canadian real estate is no longer just a yield play. It is a strategic “shield.” A repricing mechanism. A scarce store of value that responds almost mechanically to debasement, adjusting upward in price to reflect declining value changes in the denominator – money itself.
Q4 2025 Investment Outlook & Portfolio Strategy
October 20, 2025
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.
Global Asset Allocation Team Market Update – October 2025
October 14, 2025
Financial markets ended the third quarter on a solid note.