Market Overview Two major forces dominated the prior three months of 2026: one of the most significant disruptions to energy supply in history and the promise of artificial intelligence (AI). Despite the headlines and concerns over energy security, investors followed company earnings above all else, which proved resilient and were boosted by enthusiasm for AI.…

Market Overview As the old saying goes: “To the man with the hammer, everything is a nail.” With the U.S. once again picking up the proverbial hammer, we are seeing some similarities to the volatility seen in early 2025. If tariffs were the first nail, geopolitics has been the second as 2026 is once again…

Market Overview 2025 was a year of uncertainty. Whether it was tariffs and rapidly changing trade relationships, fears of an artificial intelligence (AI) bubble, or geopolitical tensions, investors had a lot to consider. Despite everything, it was a remarkable year for equities, and the final months proved a continuation of the rally which followed the…

Market Overview In a year which has seen continued armed conflicts and the fraying of decades long trade relationships, investors have been able to use the words “all-time highs” more frequently than most would have expected just a short time ago. Seemingly everything ended September at all-time highs as stock and bond markets demonstrated an…