Library
Monthly Musings
Quarterly Review
A timely review of global financial markets that can influence the structure of client portfolios.
Q2-26: It’s Déjà Vu All Over Again
Q4-25: A Look Back; a Look Ahead
Q1-25: A series of Unusual Events
Recent Perspective
Q2-26: It’s Déjà Vu All Over Again
Three months ago, we began this perspective with an evaluation of the outcome of the US-Iran conflict. So far, it looks like not much has changed, with peace talks on again, off again. As a result, uncertainty surrounding the impact of the closure of the Strait of Hormuz witnessed a surge in oil prices to over $92 a barrel.
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