Market Update Q1 2026
In this quarterly market update, Portfolio Manager’s Kyle Taylor and Cameron Winser discuss Iran war developments and AI disruption impacting markets and investor decision making.
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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…
Read MoreMarket 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.
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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…
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.
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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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