The Quarterly Outlook: Investment Newsletters
Navigating Rising Rates and Resilient Markets
Q3 2026 Newsletter
Q3 was a quarter of contrasts: stocks advanced modestly while bonds endured one of their more challenging periods as interest rates surged. Yet the same higher rates that pressured bond prices have created more attractive opportunities for income-focused investors going forward. In periods like these, patience, diversification, and a long-term perspective remain essential to investment success.
In this quarter's newsletter, we take a closer look at how rising interest rates, inflation expectations, and investor sentiment shaped market performance in Q3.
Markets Rebound as Earnings Drive Growth
Q2 2026 Newsletter
The second quarter of 2026 marked a powerful market rebound, with stocks recovering from first-quarter weakness and delivering their strongest quarterly performance since 2020. Record corporate earnings, expanding profit margins, and continued AI-driven growth helped shift investor sentiment from pessimism to optimism.
In this quarter’s newsletter, we examine the drivers behind the market’s recovery, the resurgence of the IPO market, and why strong earnings growth continues to support a constructive outlook despite the potential for ongoing volatility.
Déjà Vu All Over Again? Navigating the Q1 2026 Market
Q1 2026 Newsletter
Early 2026 has presented a familiar pattern of market volatility, with a strong January followed by a challenging March. While geopolitical tension in Iran and rising energy costs have impacted short-term sentiment, the fundamental outlook remains constructive with strengthening corporate earnings and attractive valuations.
In this quarter’s newsletter, we examine the resilience of the global economy and why today's energy landscape differs significantly from the oil shocks of the 1970s.