Portfolio Commentary – March 2026
March reflected a more mixed market environment, with strength in energy supported by solid fundamentals and capital discipline, while consumer
Market and Investment Insights
Portfolio Commentary – February 2026
February reflected a more cautious market environment driven by concerns around AI…
Portfolio Commentary – January 2026
In January, asset prices experienced moderate gains across regions, driven by rising, though volatile, commodity prices amid continued global tensions.
Portfolio Commentary – December 2025
December capped off a year marked by aggressive AI investment, resilient valuations, and strong earnings that continued to offset broader economic headwinds.
Portfolio Commentary – November 2025
November returns were largely flat amid heightened volatility, as tech-sector valuation concerns and ongoing expectations for U.S. rate cuts limited market gains.
Portfolio Commentary – October 2025
October delivered mixed results across key holdings, with tech-linked names showing strength while others faced short-term sector pressures.