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INSIGHTS
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Insights
Our latest thinking on capital markets, investment strategy and long-term planning.
Asset Allocation
CIO Perspectives Podcast: Navigating Tariffs, Rate Cuts, AI, and Market Concentration: Themes for 2025 and Roadmap for 2026
By
Sidney Ahl
Erika Pagel
Sargent McGowan
Christopher Hancock
Planning & Strategic Advice
2025 Year-End Planning Letter
By
Strategic Advisory Team
Equities
Equity Beat: 2025 Wrapped! This Year’s Surprises and Some Bold Predictions
By
Eric Gordon
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Equities
Global Leaders: Ten Years of Delivering Investment Excellence
Mick Dillon, CFA
;
Bertie Thomson, CFA
;
Susanne Linhardt, CFA, CAIA
Equities
Irrational Behaviour, Rational Investing: How We Overcome Our Biases
Mick Dillon, CFA
;
Bertie Thomson, CFA
Equities
Balancing Act | For Good Measure: How We Value Global Leaders
Bertie Thomson, CFA
;
Mick Dillon, CFA
