Navigating Global Markets

Portfolio Insights

First Quarter 2026: Trump Card Played

Explore the key insights from Q1 2026, highlighting geopolitical tensions, interest rate shifts, and the evolving landscape of AI in investment strategies.

Portfolio Insights

Fourth Quarter 2025: Let The Good Times Roll

Q4 2025 saw strong market performance, driven by AI investments, rate cuts, and positive fiscal policy. Investors should prepare for potential shifts in 2026.

Portfolio Insights

Third Quarter 2025: If You or AI Build It, They Will Come

AI momentum broadened beyond the Magnificent 7 in Q3, lifting small caps and utilities, as Fed rate cuts and market optimism fueled a wider rally.

Portfolio Insights

Second Quarter 2025: Three Months of Fireworks

Fireworks began on Liberation Day as trade talks, AI, Israel-Iran tensions, and “One Big Beautiful Bill” shook markets—yet equities rose.

Portfolio Insights

First Quarter Portfolio Insights: Spring Forward, Fall Back

“Santa Claus Rally" Remained Elusive But 2024 Handed Investors Broad-Based Gains. The Same As It Ever Was.