Jul 30, 2026 | 2026
As we move through the second half of 2026, geopolitical risk remains one of the most significant factors influencing global capital markets. At the same time, positive investor sentiment and the fear of missing out (FOMO) have helped drive equity markets into...
Apr 20, 2026 | 2026
As we moved through the first quarter of 2026, there was a growing sense of familiarity in how investors reacted to geopolitical developments. Last year included periods of heightened volatility, highlighted by Liberation Day and the experience of record “free fall,”...
Jan 20, 2026 | 2025
A memorable 2025, for both bulls and bears, appears to be a blip as markets continue to establish new highs in overboughtterritory within the first two weeks of 2026. As investors quickly celebrated year-end high-water marks for portfolios, it isimportant to step back...
Oct 15, 2025 | 2025
As we enter the fourth quarter of the “Year of the Tariff”, equity markets continue to establish record highs, helping portfolio values achieve new high-water marks. The euphoria from the current bull run makes it hard to believe that it was only two quarters ago when...
Jul 25, 2025 | 2025
The historic market volatility observed during the most recent quarter induced flashbacks of market patterns and uncertainties that were associated with the initial outbreak of COVID-19 over five years ago. Following the “Liberation Day” tariff announcement, equity...
