TriDelta Insight Q1 Commentary – A Solid Start to the Year

Market Overview The first few months of 2024 proved to be generally positive, capitalizing on the momentum seen in the final months of 2023 and broader participation among non-technology stocks. This continued optimism helped stock markets trend positive despite investors predicting less interest rate decreases in 2024 than initially thought and the risks of an…

Read More

TriDelta Insight Q4 Commentary – What’s Next?

Market Overview 2023 will be remembered as an interesting year for investors and one which was making out to be a very lackluster year for most international markets until investors were gifted the “Santa Claus Rally” many craved. This gift came in the form of renewed hope for declining interest rates which spurred returns in…

Read More

TriDelta Insight Q3 Commentary – Be Nimble & Stay Humble

Market Overview The third quarter brought much of the volatility we had been missing since earlier this Spring as the S&P 500 had its worst stretch since the U.S. banking crisis in March and the steam behind the AI (Artificial Intelligence) rally began to wane. In our second quarter commentary we spoke of the narrow…

Read More

TriDelta Insight Q2 Commentary – The Magnificent 7

Market Overview Gloom-and-doom pessimists who predicted 2023 would be a year of economic misery have so far been wrong as the long-anticipated recession has failed to materialize while markets continued to rebound from their 2022 lows. Stubborn inflation, a debt ceiling brawl, banking crisis, and the likelihood of even higher interest rates have done little…

Read More

TriDelta Insight Q1 Commentary – Still Looking for Broader Traction

Market Overview The first three months of 2023 saw much of the financial drama we have grown accustomed to coming off a volatile few years. Stock markets continued their momentum from the end of 2022 into January but pulled back in February on renewed fears of a recession and concerns markets may have got ahead…

Read More