Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

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Henry Ford

Value statement

We help our clients clearly define their financial needs and goals in order to create and implement a comprehensive wealth management strategy to help them achieve those goals.
 

Investment philosophy

Our investment philosophy is designed to help clients define their investment goals, develop a comprehensive plan that will be implemented and monitored based on changes in clients needs and changes in the economy. We follow this process by focusing on asset management, retirement planning, wealth transfer and estate planning.

 

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Latest Insights

China

China’s economy in a time of uncertainties

The country has seen a new driver of exports, and it has not been affected by the Middle East conflict to the extent of many others. This article assesses China’s current economic performance and the equity market outlook for the remainder of 2026.

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