🔈Why did your cash balance almost hit 2.5% despite the market being near all-time highs? – 2nd quarter, 2026

Investment Team member Jason Liu talks about his Q2 2026 commentary with relationship manager Sydney Campbell. They discuss how we've taken opportunities to upgrade the Global Portfolio despite market valuations being at all-time highs.

Want to read the commentary that inspired Jason and Sydney's chat? Just click here!