Summer 2018: Macroeconomic review

July 24, 2018
We continue to favour equities over fixed income at this time—financial market conditions remain stable, the global economy continues to grow and corporate earnings are strong across geographies and sectors. We’re keeping a close eye on rising interest rates and the developing trade story to assess if adjustments are needed.
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Summer 2018: Fund and portfolio update
Summer 2018: Fund and portfolio update

Overall fund performance has been strong year-to-date and over the past 12 months but there have been some ...

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Summer 2018: Macroeconomic review
Summer 2018: Macroeconomic review

We continue to favour equities over fixed income at this time—financial market conditions remain stable, th...

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