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Key points from this month’s update:

• The U.S. government shutdown is noise, but it reinforces our neutral stance on U.S. equities.
• International equities are compelling — cheaper, more diversified, and potentially boosted by currency.
• Alternatives like our Alterna Private Income Portfolio continue to deliver exceptional, world-class risk-adjusted returns.
• Beta still matters. Lazy portfolios are costly over time. Active management and diligence make all the difference.
• Gold and copper remain central — one as a safe haven, the other as a growth-linked asset.
• Tariffs, technology, and transition will drive volatility and opportunity in the years ahead.
• And finally, at MLD, our edge isn’t just access to exclusive opportunities — it’s the discipline, the problem-solving, and the stewardship that underpins every client relationship.