Market Update Q2 2026
In this quarterly market update, Portfolio Manager’s Kyle Taylor and Paul Simon discuss recent market trends, the 2026 AI rally, direction of interest rates and what it all means for investment portfolios.
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TriDelta Insight– Q2 Commentary:
FOMO over Fear
Market Overview Two major forces dominated the prior three months of 2026: one of the most significant disruptions to energy supply in history and the promise of artificial intelligence (AI). Despite the headlines and concerns over energy security, investors followed company earnings above all else, which proved resilient and were boosted by enthusiasm for AI.…
Read MoreMarket 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…
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