This month, we discuss the recovery in equities and credit, rising US rates, Trump’s latest tariff manoeuvres, and the outlook for USD.
From inherited fortune to systemic impact, Myriam Vander Elst has spent the past decade transforming the way philanthropy is practiced. As a driving force behind the Epic Foundation and the founder of Epic’s School of Philanthropy, she has championed a more rigorous, transparent, and empathetic model of giving. In this conversation, she shares her personal journey, the philosophy behind her work, and why intentional giving is more important than ever.
The global economy appears to be entering the late stage of the business cycle, marked by slower growth, increased market volatility, and limited upside potential for risk assets. In this article, we outline five key strategies investors can adopt to strengthen their long-term portfolios and enhance resilience in a more challenging market environment.