Spotlight Turns to Governance in Transition Year

Published on February 26, 2026

The agenda is being reset for US shareholder meetings in 2026. Regulatory shifts have led to a steep decline in overall shareholder proposals while governance issues are becoming the biggest battleground.

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Tariff Ruling Drives Near-Term Uncertainty, With Potential for Longer-Term Stability

February 26, 2026
The U.S. Supreme Court on Friday invalidated tariffs that President Donald Trump had imposed under the 1977 International Emergency Economic Powers Act (IEEPA). Most of the administration’s 2025 tariffs will therefore be rolled back, and importers should eventually receive refunds.

Should Trend Follow Carry: Lessons from Bonds, Gold, and 2022

February 26, 2026
Carry is an important return driver for multi-asset futures and forwards. Simple trend signals have benefited from trading in line with, not against, the carry of an asset.