Summary Q1 2026
Macro: The global economy remains in a stable, but low growth cycle. Growth is holding up better than feared, with Bloomberg Consensus forecasts of global GDP at 2.6% for 2025, though risks to this remain tied to US-China trade tensions and political uncertainty. During 2025, concerns for central banks shifted away from inflation to the […]
Markets Outlook Q1 2026
A Year for Prudent Optimism The New Year is upon us—resolutions may already be wavering, but our commitment to navigating markets remains steadfast! If you are still being faithful to your resolutions – keep going! It is generally considered a dangerous pastime to go back and look at previous investment commentaries. Standard operating procedure is […]
Infrastructure: The Invisible Backbone of a Changing World
Infrastructure is now a critical growth story for the global economy. From data centres powering artificial intelligence (AI) to building the grids needed to support electric vehicles and the renewable energy transition. This article by Assistant Investment Manager, William Redmond, explains why robust infrastructure is essential for future economic growth and a good potential source […]
