Market Insights

Q3 2026 Investment Outlook

Dear valued clients, four months of conflict, a Memorandum of Understanding (MOU), and markets still trying to decide how much to trust it. That, in short, is where we find ourselves as we begin Q3.

Beyond the Horizon: Navigating Markets, Preserving Legacies

Growing wealth is only part of the journey. As families accumulate assets across jurisdictions and generations, equal consideration must be given to how that wealth is preserved, governed and ultimately passed on according to the family’s intentions.

Capturing Post-Earnings Drift: A Two-Factor Approach

Through the CIO Lens | May Edition
Post-Earnings Announcement Drift (PEAD) is one of the most well-documented anomalies in financial markets: stock prices continue to move in the direction of an earnings surprise for weeks after the announcement.

Q2 2026 Investment Outlook

Dear valued clients, as we step into the second quarter of 2026, we do so against a backdrop that has shifted considerably since the start of the year.

Q1 2026 Investment Outlook

Dear valued clients,

as we enter the first quarter of 2026, we write to share our perspective on the evolving investment landscape
and the opportunities we see ahead.

Q4 2025 Investment Outlook

Dear valued clients, as we enter the final quarter of 2025, we write to share our perspective on the evolving investment landscape and the opportunities we see ahead.

Scam Advisory

Protecting investors and the public from scams remains a top priority for us.

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