Quick Update: How We're Navigating the Market

In recent weeks, I've had the privilege of diving deep into the minds of our portfolio managers through a series of insightful webinars. While each expert brought their unique lens to the table, particularly regarding the evolving tariff landscape, a few key themes emerged that I wanted to share with you.

Importantly, each of our portfolio managers has already taken decisive steps to reposition their portfolios, aiming to both safeguard against potential downside risks and strategically position for future growth.

This proactive approach is reflected in their shared emphasis on: increased global diversification, with Europe and Japan presenting compelling opportunities. The resurgence of bonds as a valuable tool for both diversification and return generation is also a recurring point, thanks to their improved yields.

Moreover, the need for active and tactical asset allocation has never been more critical, allowing us to navigate the market's twists and turns, including the potential for stagflation. Within equities, a more discerning approach is favored, emphasizing quality companies, AI applications beyond the usual tech giants, and defensive sectors like European defense.

Finally, the role of hard assets like gold as a hedge against uncertainty is gaining traction.

Given the diverse perspectives and the inherent unpredictability of the situation south of the border, our commitment to diversifying investment styles, coupled with our managers' proactive adjustments, will be our strength, positioning us for long-term success.

If you have questions, or would like to discuss your portfolio allocation, please don't hesitate to get in touch.