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In our second webinar of 2026, Joël Kaczor, Victor Swishchuk, Stéphane Lebrun, and David Maislin discussed how geopolitical and economic developments are shaping financial markets, highlighting key risks and opportunities within a long-term investment perspective. The session explored the evolving energy landscape, global macroeconomic trends, and their implications for investors. […]

The world economy has sustained a series of profound shocks in recent years, including the pandemic, the Russia/Ukraine war, high inflation and tariff hikes. With the onset of the U.S./Israel-Iran war, it appears that global resilience will once again be tested. […]

Energy prices and financial markets continue to adjust to an increasingly uncertain geopolitical backdrop following the escalation of the Middle East conflict. […]

Over the past several months, we have highlighted that elevated valuations and aggressive earnings estimates across segments of equity markets represented a key risk to our outlook, particularly in an environment characterized by persistent geopolitical and trade-related uncertainty. […]