Market resilience amid geopolitical friction

The gulf between sentiment and reality was already wide at the beginning of the year. The ongoing conflict in the Middle East has enlarged the incongruity between perceived risks and equity markets at all-time highs. Market resiliency is even more notable when considering the headwind of ongoing tariff uncertainty and a significant hawkish shift in […]
Market update: Navigating recent geopolitical developments

In this episode of the Redefine Your Wealth podcast, hosts Himalaya Jain and Sunny Singh address the recent developments in the Middle East and the resulting period of heightened geopolitical risk. They provide clarity on how client portfolios are specifically positioned to navigate this environment by discussing the guardrails built into each plan. Moving past […]
Market update: navigating recent geopolitical developments

We are all processing the significant developments over the weekend regarding the joint military strikes on Iran. With the confirmed death of Iran’s Supreme Leader and reports of retaliatory strikes across the Gulf, we have entered a period of heightened geopolitical risk that is already being reflected in the prices of oil, gold, and global […]
The modern Will: balancing digital convenience and professional expertise with Rachel Goldman Robinson

In this episode, Alison Forster of the Rosedale Family Office explores ‘the modern will’. She is joined by Rachel Goldman Robinson, Partner at Torkin Manes to discuss the intersection of technology and traditional law. They dive deep into the balance between the convenience of digital tools and the essential peace of mind that comes with […]
Wide divergence between perception and reality
Wide divergence between perception and reality

The current economic landscape is defined by a paradoxical split where the experience of the average consumer stands in stark contrast to the exuberant heights of equity markets. Indeed, major stock market indices have recently climbed to all-time highs, while consumer sentiment remains mired in a state of malaise. We think the recent divergence of […]
2026 Outlook: From Rate Cuts to Real-World AI Driven Profits to Portfolio Shock Absorbers

Join hosts Sunny Singh and Stephanie Tong as they reveal the forces set to define markets in 2026. As the economic backdrop shifts from monetary stimulus to fiscal infrastructure spending, and artificial intelligence (AI) moves from hype to measurable earnings growth, this episode cuts through the noise to identify where real opportunities and risks lie ahead. In this […]
I’m an Executor, Now What? Navigating Your Fiduciary Duty

Being named an executor is seen as an honour but it is also a significant legal responsibility that many people aren’t prepared for. In this episode, our Head of Wealth Planning Services, Alison Forster, breaks down everything you need to know about serving as an executor, from the essential traits to look for when choosing […]
2026 Market Outlook: Stimulus and productivity gains should outweigh near-term obstacles
2026 Market Outlook: Stimulus and productivity gains should outweigh near-term obstacles
Headlines move markets in the short term, but fundamentals drive longer-term performance. With one chapter yet to go, 2025 has been a case study in drivers of market volatility. Many investors, including us, commenced the year with an optimistic outlook. The largest economy in the world had just elected a new administration with a market-friendly […]