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Global Insight Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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Investment philosophy

Given today’s fast paced markets, I believe the best way to invest is to focus on long-term objectives but never to ignore short-term risks. Asset diversification can manage risk, but the old “buy and hold” adage is no longer the only prudent strategy. I recommend that clients review their risk tolerance to ensure they maintain a cash allocation that is appropriate for their own circumstances. We have ongoing conversations with clients to maintain appropriate exposure to multiple asset classes that can meet and exceed performance expectations. As times have changed, so have we.

Value statement

Our group provides financial solutions to successful business owners and their families. We implement strategies to help reduce risk associated with concentrated stock exposure for executives of public companies. With over 20 years of experience in financial markets, we have seen several market cycles and that insight proves invaluable to clients in their planning and decision making.

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