10 Things Investors May Be Underestimating In 2026 Heading into 2026, markets feel a little strange. Not fragile. Not euphoric. Just… expensive and oddly calm. The biggest surprise may be that nothing breaks. Policy remains supportive, liquidity is still there, and the economy keeps grinding forward. Late cycle doesn’t

What Low Inflation, Stable Policy and a Strong Currency Mean for CHF borrowers A steady backdrop in an uncertain world Over the past few months, headlines around Switzerland have sounded contradictory: inflation has slipped back to zero, the Swiss franc remains strong, and yet the Swiss National Bank

Staying the Course with Quality Stocks Quality investing - focusing on financially solid, well-run blue-chip companies - has faced a challenging stretch recently. The “quality” factor has lagged at times as flashier segments of the market rallied. However, history shows that high-quality businesses remain durable and rewarding investments

On April 3, 2025, the stock market experienced a violent wake-up call, as President Trump’s sweeping new tariffs sent shockwaves through global markets. Major indexes tumbled; the Dow dropped nearly 1,700 points and the Nasdaq fell almost 6%; erasing trillions in market value in a single day.

It is one week until the much-anticipated election in the United States and It is difficult to take any poll seriously. Until the ballots start to be counted, everyone is effectively guessing. A recently released CBS News/YouGov poll seems to suggest that there is a major gender divide

Since early August, global equities have experienced significant volatility. In the first half of the month, over 90% of global equity markets saw drawdowns exceeding 5%, with more than 40% experiencing corrections of over 10%. Despite this, most indices has since rebounded, trading near their all-time highs. As

Global interest rates have been elevated for nearly two years, leaving homebuyers, investors, and businesses alike feeling uneasy. It’s as if everyone is standing outside at night, gazing up at the sky, and instead of wishing upon a star, they’re wishing upon a rate cut.

The juggernaut that is the S&P 500 has been a fantastic investment for investors over the past 10 years, especially the large cap names. How many times have we seen journalist/strategist and economist come out and publish articles citing that this outperformance is leading to a bubble that

Why Quality is the cornerstone of what we do In the ever-evolving landscape of equity investing, the concept of quality has undergone a remarkable transformation. What was once relegated to the sidelines as a niche strategy has since emerged as a powerful and distinct approach.

Global Economy The optimism surrounding the U.S. equity markets in early 2024 seems to have been largely driven by expectations of rate cuts by the Federal Reserve, which likely buoyed investor confidence in the face of persistent inflation levels above the Fed's target. Additionally,