Knowledge Centre
Articles
This section links to past issues of our newsletters. The Investment Review highlights activity and financial market analysis for each quarter of the year. The Monthly Insight communiqués are intended to deliver timely and thought provoking investment knowledge and financial market data.
Investment Review
Q4 2025
Stocks around the world surged in 2025 in what was one of the most topsy-turvy years in a long time....
Q3 2025
Economic growth globally is tracking slightly better than expected. While growth is still weak and below potential due to U.S....
Q2 2025
Financial markets are entering a new era as the global economic system that has operated for the last 80 years...
Q1 2025
The global economy succeeded in making a soft landing in 2024 although some countries stuck that landing better than others....
Monthly Insight
The Dilemma with Gold
April 2026
Is gold currently overvalued or undervalued? Between February 2024 and January 2026, the price of gold rose from US$2,049 an...
Searching for Yield
March 2026
Searching for yield has been an effective strategy for investors, especially as a growing number of retirees are shifting from...
Market Cap Front-Runners
February 2026
For investors the term “benchmark” is important as it indicates when investment performance meets the desired result. The objective is...
Two Views of January
January 2026
Most investors have heard of the January Effect which is the observation that January has historically been one of the...
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