10/09/2026
As we head into the final stretch of 2026, markets are navigating real challenges, but the fundamentals tell a reassuring story.
In our latest commentary, we explore:
✓ Why elevated bond yields and geopolitical tensions haven't derailed economic momentum.
✓ How strong corporate earnings (20%+ growth forecast) are supporting market resilience.
✓ Why diversification across sectors and geographies remains your best defense against concentration risk.
The bottom line: While energy costs, bond yields, and trade pressures deserve attention, the global economy continues to expand, and earnings delivery remains exceptionally strong. As fixed income markets offer more attractive returns, we're focused on balancing growth opportunities with disciplined portfolio management.
Read our full market update to understand why staying invested, with the right mix of growth and defensive exposures, remains the path forward.
Happy Thanksgiving! As we pause to reflect on what we are grateful for, we wanted to take a moment to express our appreciation for the opportunity to work with you. We hope you will have the chance to enjoy quality time with family and friends, share a meal, and take in the natural beauty of the sea