Yearly Archives: 2026

We hope that everyone is well and looking forward to the summer. It has been an interesting year, and we suspect we shall encounter a few more surprises as we head into the second half of the year. Market moves have been quick and rather dramatic. The violent and swift nature of both the March [...]

Overview- 2025 was a good year for risk assets. The market moved into a choppy range bound trade during the 4th Quarter, as concerns over valuation in the AI space put a lid on the rally for the year. Our outlook for 2026, based on current expected earnings forecast and underlying fundamental strength in the [...]