Conventional managers meet a slowing cycle with duration and leverage. Neither tool is available to a compliant portfolio, so the defensive work has to happen in quality and sector selection instead.
US Sharia equity benchmarks have outpaced broad market indices year to date on the back of strong technology and healthcare earnings. We remain overweight US equities heading into the second quarter.
Positioning for a Slower Growth Cycle Without Reaching for Leverage
Conventional managers meet a slowing cycle with duration and leverage. Neither tool is available to a compliant portfolio, so the defensive work has to happen in quality and sector selection instead.
Read article →Q2 2026 Outlook: Sharia-Compliant Equities Continue to Outperform
US Sharia equity benchmarks have outpaced broad market indices year to date on the back of strong technology and healthcare earnings. We remain overweight US equities heading into the second quarter.
Read article →