March 2026 Monthly Markets Update
Q1 2026 Commentary Key Updates on the Economy & Markets The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January. However, the market traded lower in March due to escalating geopolitical tensions in the Middle East and the Strait of Hormuz […]
How Portfolio Architecture Becomes a Competitive Advantage
There is something unusual about the uncertainty investors face today. It is not the acute, sharp shock of a financial crisis that resolves through a quick “V-shaped” recovery. Instead, we are witnessing a structural reconfiguration – a fundamental shifting of the assumptions that have underpinned global commerce, capital flows, and monetary policy for forty years. […]