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In August, most major markets posted positive returns, supported by resilient economic activity, moderating inflation, and strong corporate earnings, despite concerns around AI-driven growth and signs of softening in the U.S. labour market.

As we enter the final stretch of 2025, the reality of a world where the United States imposes retaliatory tariffs on even its closest trading partners is sinking in.

In July, markets benefited from renewed clarity on the political and trade fronts, supported by the passage of the One Big Beautiful Bill Act and the conclusion of several trade agreements between the United States and its partners.

Discover the winning strategies of the second quarter and how they navigated through market turbulence.

Discover the winning strategies of the first quarter and how they navigated through market turbulence.

Discover the latest publication by Dan Rohinton, Portfolio Manager at iAGAM.

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.

Strong performance in the fourth quarter, find out why.

The November 5 U.S. election results delivered surprises, particularly in the extent of the Republican sweep. Learn more about the economic impacts of Trump's fiscal policies and the implications for investment asset classes.

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.