As 2025 comes to an end, we look back on a year shaped by a complex geopolitical environment, shifting policy signals and an unexpectedly resilient global economy. In our final podcast episode of the year, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Kuenlen, Investment Communications, to discuss the forces that shaped markets, how we positioned portfolios in a changing environment, and the themes that could influence the investment landscape in 2026. ...
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As 2025 comes to an end, we look back on a year shaped by a complex geopolitical environment, shifting policy signals and an unexpectedly resilient global economy. In our final podcast episode of the year, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Kuenlen, Investment Communications, to discuss the forces that shaped markets, how we positioned portfolios in a changing environment, and the themes that could influence the investment landscape in 2026. ...
On "Liberation Day", 2 April 2025, new US tariffs sparked significant market declines and increased global economic uncertainty. In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to examine key market developments in greater detail. They also review the latest moves from central banks and discuss what they could mean for the road ahead.
Perspectives
As 2025 comes to an end, we look back on a year shaped by a complex geopolitical environment, shifting policy signals and an unexpectedly resilient global economy. In our final podcast episode of the year, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Kuenlen, Investment Communications, to discuss the forces that shaped markets, how we positioned portfolios in a changing environment, and the themes that could influence the investment landscape in 2026. ...
