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QUARTERLY COMMENT – Q1 2026

Those who believed 2025 might mark the peak period for US interventionist activities are no doubt recalibrating such views considering events so far this year. Even as the legality of last year’s “Liberation Day” tariffs is hotly debated in the Senate and elsewhere, President Trump has further disrupted the global order by threatening…

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Our investment strategy committee, which consists of seasoned strategists and investment managers, meets regularly to review asset allocation, geographical spread, sector preferences and key global market drivers and our economist produces research and views on global economies which complement this process.

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