10/07/2026
The view from my desk reminded me of something important about investing. What? Let’s review it together!
A few days ago, while working on client portfolios and financial plans, I looked outside and captured this view.
It made me think about how different the investment landscape can look from where we started the year.
At the beginning of 2026, the outlook seemed relatively calm. Today, geopolitical conflict involving Iran and the broader Middle East has created a very different environment, with higher energy prices, renewed inflation concerns, and greater uncertainty around global growth, and that raises an important question:
What will the view look like one year from now?
The reality is that we don’t know 🤔!
Oil prices may normalize. Inflation may continue to ease. Growth may strengthen OR new geopolitical and economic challenges may emerge.
This is why, in my view, successful long-term investing is not about predicting exactly what happens next. It is about building portfolios that can adapt to different economic environments, while keeping the client’s goals, time horizon and risk tolerance at the centre of the strategy.
The view outside my window will keep changing.
So will the markets.
Our job as investment professionals is not to predict every change, but to make sure our clients’ portfolios are prepared for it.
