Markets moved. Headlines roared. And yet — portfolios held.
Q3 2026 brought energy shocks, geopolitical turbulence, a new Federal Reserve Chair, and ongoing trade uncertainty. A lot to navigate.
In this quarter's market update, our Chief Investment Officer Matthew Jenkinson breaks down what actually happened beneath the headlines — and what it means for your portfolio heading into the rest of the year.
From oil price resilience to the Kevin Warsh era at the Fed, to why this quarter ranked among the 12 best for equity markets since 1950 — there's more to the story than the noise suggests.
Watch our video update below
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