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Latest Reports

Market Commentary – February 2026

| Monthly Report | No Comments
Global February 2026 delivered a complex and eventful month for global markets. Despite heightened geopolitical tensions; including U.S.–EU tariff brinkmanship over Greenland, escalating U.S.–Iran tensions, and ongoing instability in Venezuela;…

Market Commentary – January 2026

| Monthly Report | No Comments
Global markets entered 2026 on a more cautious but broadly constructive footing. January was characterized by heightened geopolitical and policy uncertainty, balanced against resilient economic data and improving inflation trends.

Market Commentary – December 2025

| Monthly Report, Quarterly Report | No Comments
2025 proved to be a constructive year for investors, marked by easing inflation, improving financial conditions, and resilient corporate earnings. Markets responded positively as central banks began shifting toward more…

Market Commentary – November 2025

| Monthly Report | No Comments
In November 2025, the global economy grew at a subdued ~2.3%, weighed down by trade tensions, policy uncertainty and geopolitical risks. The US exhibited resilience (≈2% GDP) despite a prolonged…