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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.

The latest fiscal package, dubbed the One Big Beautiful Bill (OBBB), is a sprawling mix of tax cuts, spending shifts, and political signalling.

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

In June, despite heightened volatility, investor concerns ultimately proved overstated, as key economic indicators remained resilient. In this context, most major asset classes posted positive returns for the quarter.

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.