Articles & Quarterly Updates

2026 Third Quarter Market Outlook

The current President of the United States (US), Donald Trump, is in his second term and as President he confirms the well-known investment saying that “markets climb a wall of worry.”  No President in modern time has been as confrontational on a global scale as...

read more

2025 Fourth Quarter Market Outlook

If one follows seasonal trends, a well-known investment strategy, once we get through the first few weeks of October of each year stock markets historically provide positive returns in the final quarter of the year. Based on this, an investor would expect global stock...

read more

Third Quarter Market Outlook

The well known saying, “markets climb a wall of worry” applies to global stock markets in 2025. The year started off with a decent rally but faded as we went into March and early April, with President Trump announcing his “Liberation Day”. The proposed tariffs by...

read more

Previous year Market Outlooks available upon request.