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One year in: The Labour Party’s report card

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

H1 2025 equity recap: Business as unusual

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

Closing the gaps in women’s health research

Women in Canada control $1.1 trillion of wealth, yet this cohort has long been ignored in health research.

Gold’s regime change?

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand for bullion.

Another round of the Fed’s waiting game

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

A world of opportunities?

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.

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