Posts by lindsay

7 Key Trends Shaping the Rest of 2025

July 11, 2025 — Key themes to watch for heading into the back half of the year.

Market Recovery: What’s Leading the Rebound?

July 4, 2025 — A look at the top performers driving the recovery over the last quarter.

Why Are Markets at All-Time Highs?

June 27, 2025 — We break down the three key forces driving markets to new all-time highs — in spite of everything going on in the world.

Top 10 Portfolio Positions

June 20, 2025 — Breaking down what’s been driving our portfolio and performance this year.

Rising Geopolitical Risks

June 13, 2025 — We discuss how the recent geopolitical events in the Middle East have impacted markets.