As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
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As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
Send us a textWhat does Donald Trump’s re-election mean for financial markets? In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to discuss the potential implications for investors. They explore how financial markets reacted in the aftermath of the election and the opportunities this might present for investment strategies. They also review the ongoing third-quarter earnings season and the latest de...
Perspectives
As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
