The Vault is where you’ll find all of our latest news and insights, including the monthly Portfolio Perspectives, as well as our media releases and videos.
Latest Posts
Ep 31 – Portfolio Perspectives – 29 April 2026
The April 2026 edition of Portfolio Perspectives is hosted by Deanne Baker, Head of Multi-Asset and Alternatives. This podcast is intended for financial advisers. https://open.spotify.com/episode/3YK4QEApquV5KgcrN08tNO?si=Et-7_olDQSKNZz3lF1klsA The information contained in this…
Portfolio Perspectives – April 2026
Key Messages for Investors Stay invested but build in more resilience. The global backdrop has become more inflation-sensitive, but it is not yet a recession environment. Investors should avoid overreacting,…
Portfolio Perspectives – March 2026
Key Messages for Investors The February 2026 reporting season demonstrated the resilience of the domestic economy, supported by lower interest rates and rising commodity prices. The earnings-momentum recovery that began…