In the face of global uncertainty, markets are sending a quiet but powerful message that stability can emerge from chaos. Since global central banks began tightening rates in 2022, corporate earnings growth across major regions has taken sharply different paths. This divergence is more than just policy lags – it suggests a changing map of opportunity. Traditional global equity allocation is no longer a one-size-fits-all. In this environment, we need to look beyond broad benchmarks and consider the entire landscape. The next era will not reward passive allocation, instead it will reward those who position capital where resilience is proving real.
Diversified Bets are Scoring Big Wins
While headlines swirl with geopolitical risk and economic tension, investor behavior remains calm. Strategies that were spread across asset allocations did better. The bigger picture? We are entering a new investment era, measured by confidence and setting the tone for sustainable growth.
“Amid the geopolitical and economic maelstroms of 2025, diversified investors may end up remembering the first six months for something altogether less dangerous or dramatic.”
AI may make mistakes now but are quickly getting smarter: Hinton
This unique conversation with Geoffrey Hinton, considered the “godfather of AI,” reveals his perspective on the future for Artificial Intelligence. He emphasizes the novelty of this technology but reminds us of its exponential growth.
“There’s recent research showing that you give it something easy, it probably gets it right. You give it a slightly more difficult problem, it takes longer and it still gets it right.”
What’s this weird obsession with other people’s houses?
A delightful read that explores how interest in interiors is not solely based on aesthetic but rather, understanding what we and others value. Those who look beyond the surface often reap the reward.
What role can Private Credit play in individual Investors’ Portfolios? | KKR
This introduction to private credit provides investors with insight on why it is becoming a core part of portfolio construction in today’s rate environment.
“And this year, amid elevated tariff uncertainty, Private Credit is delivering on the value proposition of providing strong yield, while acting to mitigate market volatility.”
Read here
Stay Calm and Positive as a Leader in Times of Uncertainty
This insightful article reinforces a mindset to hold closely: in uncertain times, patience and discipline are not just traits, they are tools. As leaders, staying grounded and being forward looking helps weather the noise and volatility around us.
“Uncertainty is inevitable. Strong leadership isn’t about eliminating all unknowns—it’s about guiding your organization through uncertainty with clarity, confidence and care.”
Lauer Private Wealth at RBC serves as the investment office for a select group of institutions and families. The practice is centered on multi-asset portfolio management, estate structuring, and intergenerational wealth architecture.
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Works cited: Bloomberg, BNN, Forbes, KKR, The Daily Shot, The World of Interiors.