Market Update

February 12, 2026

Artificial Intelligence is moving beyond speculation and into measurable economic impact. With hyperscaler capital expenditure surging and infrastructure investment accelerating, AI is shaping a powerful new growth cycle. While opportunities remain significant, crowded positioning in US technology may increase short-term volatility. Understanding how AI exposure fits within a diversified investment strategy is critical for long-term portfolio resilience.

April 22, 2025

March was a turbulent month for global markets. After a strong run earlier in the year, sentiment shifted sharply. Concerns about rising trade tensions, particularly from newly announced U.S. tariffs, have rattled investor confidence and contributed to a significant market sell-off.