Reports
TriDelta Insight– Q1 Commentary:
The Man with the Hammer
Market Overview As the old saying goes: “To the man with the hammer, everything is a nail.” With the U.S. once again picking up the proverbial hammer, we are seeing some similarities to the volatility seen in early 2025. If tariffs were the first nail, geopolitics has been the second as 2026 is once again…
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TriDelta Insight Q4 Commentary
When Uncertainty Meets Resilience
Market Overview 2025 was a year of uncertainty. Whether it was tariffs and rapidly changing trade relationships, fears of an artificial intelligence (AI) bubble, or geopolitical tensions, investors had a lot to consider. Despite everything, it was a remarkable year for equities, and the final months proved a continuation of the rally which followed the…
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TriDelta Insight Q3 Commentary
All Time Highs
Market Overview In a year which has seen continued armed conflicts and the fraying of decades long trade relationships, investors have been able to use the words “all-time highs” more frequently than most would have expected just a short time ago. Seemingly everything ended September at all-time highs as stock and bond markets demonstrated an…
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TriDelta Insight Q2 Commentary
Onward
Market Overview If you only looked at your portfolio twice this year (in January and again in June), you may think all the news around U.S. tariffs, escalating tensions in the Middle East, or any of the other negative headlines in 2025 played little to no role in your investment portfolio. If you are asking…
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TriDelta Insight Q1 Commentary
This Too Shall Pass
Market Overview The headlines for the first three months of 2025 were difficult to ignore as U.S. tariffs brought about global uncertainty for investors, businesses and consumers. Not everything was as bad as these headlines may have suggested but the start of the year proved that the fortunes of the prior years’ winners can quickly…
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TriDelta Insight Q4 Commentary
Glass Still Half Full
Market Overview 2024 was a very good year for investors with the strong performance in stocks being complemented by modest growth in bonds and alternatives. The biggest drivers of these returns were better than expected economic growth and continued progress on inflation. The U.S. economy led this improvement, but most regions enjoyed better growth than…
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