Market Update Q4 2025
Kyle Taylor and Paul Simon look at the final months of 2025 and what’s ahead for investors in 2026. Paul and Kyle discuss the AI “bubble”, interest rates, and Fed independence, among other topical issues giving investors a lot to consider.
Read More
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…
Read MoreMarket Update Q3 2025
Cameron Winser and Kyle Taylor discuss stocks markets at all-time highs, gold momentum, and what investors can expect for the remainder of the year.
Read More
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…
Read MoreMarket Update Q2 2025
Paul Simon and Kyle Taylor discuss tariff uncertainty and the impact to bond markets, the falling U.S. dollar, and debt sustainability among global governments.
Read MoreMarket Update Q1 2025
Cameron Winser and Kyle Taylor discuss the impact U.S. tariffs are having on investment decisions and which companies are well positioned for the remainder of 2025.
Read More