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During Q1 of 2025, the portfolio outperformed the MSCI EAFE benchmark driven primarily by security-specific effects, and sector allocation was also additive. Read more here.
Japanese Prime Minister Shigeru Ishiba will embark on a four-day trip to Canada to attend the first in-person summit of leaders from the Group of Seven nations since Donald Trump's return to the U.S.
Trade tensions remain a key risk despite a provisional US-China trade truce reached in London. Markets await formal confirmation from Presidents Trump and Xi. Meanwhile, negotiations with the EU, ...
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