Knowledge

Global growth held up despite gloomier forecasts. US labor weakened, equities hit highs, and bond yields rose as Fed rate-hike odds climbed.

July 2026 market recap: AI valuations slide, energy and value stocks rally on US-Iran tension, and slowing growth tests central banks worldwide.

US assets rebounded in May 2026, trailing only AI-fueled Asia Pacific gains; inflation stayed elevated as Iran conflict stress eased further overall in May.

Margin: a review of margin, including risks, benefits, utility, costs, performance measurement, and portfolio inclusion.

Private Equity: a review of private equity, including structures, costs, performance measurement, portfolio inclusion, and market position.

Commodities: a review of the utility of commodities in an investment portfolio and their historical performance across macroeconomic regimes

In this Insight, we walk through the ins-and-outs of a family office, its current trends, and considerations before starting one.

Leveraged ETFs: the benefits and considerations for their use. Should they be a part of your overall investment picture? Learn more here.