Market Insight
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Portfolio Perspectives | Q3 2025
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Strategist's Corner
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Oil: Geopolitics Versus Structural Headwinds
A quick analysis of the oil market; focusing on supply and demand dynamics, the impact of geopolitical tensions and structural factors influencing energy prices.
Strategist's Corner
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A Simple Way to Think About Tariffs
Given the complexity of supply chains, gauging the impact of tariffs will be difficult. Focusing on understanding which businesses will be able to absorb the levies and which will not, might be a better course of action. Is the current environment causing a paradigm shift to the value of discretionary portfolios with fundamental underpinnings?