Portfolio Perspectives Archives

Portfolio Perspectives – August 2026

By Gareth Aird / August 3, 2026

This month we unpack why US earnings growth has been so much stronger than growth in the underlying economy would […]

By Gareth Aird / August 3, 2026

The August 2026 edition of Portfolio Perspectives is hosted by Gareth Aird, Chief Investment Strategist. This month we unpack why

By Gareth Aird / July 6, 2026

Key Messages for Investors

By Gareth Aird / July 6, 2026

The July 2026 edition of Portfolio Perspectives is hosted by Gareth Aird, Chief Investment Strategist. This podcast is intended for

By Gareth Aird / June 1, 2026

Key Messages for Investors

By Gareth Aird / June 1, 2026

The May 2026 edition of Portfolio Perspectives is hosted by Gareth Aird, Chief Investment Strategist. This podcast is intended for

By Deanne Baker / April 29, 2026

The April 2026 edition of Portfolio Perspectives is hosted by Deanne Baker, Head of Multi-Asset and Alternatives. This podcast is

By Deanne Baker / April 29, 2026

Key Messages for Investors