Institutional research from leading global firms — paired with our unconflicted cross-border perspective. What the reports say, and what they mean for families navigating Canada, Europe, and Asia simultaneously.
Our unconflicted take on 2026 macro trends, capital preservation, and disciplined cross-border allocation — free from product distribution bias or institutional house views.
Selected reports from leading institutions, paired with our independent cross-border perspective.
Davos delivers big geopolitical headlines, but for a Canada-Europe-Asia client, the real question is how to shield a multi-jurisdictional portfolio when rules shift simultaneously across borders.
UBS talks about "escape velocity" for markets. In reality, most cross-border private portfolios remain trapped in heightened fiscal and regulatory gravity — especially across Canada, Europe, and Asia.
Interesting views on private markets, but few concrete answers on succession blockages Canada-Europe or the new CRS 2.0 reporting obligations that now hit multi-jurisdictional families harder.
Catalysts exist, but for a discerning private client, the true catalyst remains total independence in advice — free from bank product pressures and institutional biases.
BlackRock pushes illiquids hard. We remind that illiquidity is a luxury only when family governance is rock-solid and cross-border tax and estate risks are fully mapped.
A comprehensive visual dashboard of macro, equity, fixed-income and alternatives data as of June 30, 2026 — J.P. Morgan's most current market reference for sophisticated investors.