Oct 20, 2026 | 2026
As we begin the final quarter of 2026, equity markets remain elevated relative to fundamentals. We continue to observe a divergence between value and growth stocks, with leadership shifting between the two, similar to last year. Value stocks took the lead at the...
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,”...
