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Weekly Market Notes from CIO Dave Harrison Smith

Monday Macro with Dave – Rising energy costs and a cooling-but-steady labor market

April 7, 2026

Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Rising energy costs and a cooling-but-steady labor market Dave…

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Country Indices Flash Report – March 2026

March 31, 2026

U.S. and Israeli strikes on Iran disrupted shipping through the Strait of Hormuz, a key energy chokepoint. Equities fell, while oil and gas prices spiked.  [[ READ MORE ]] Download PDF

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Weekly Market Notes from CIO Dave Harrison Smith

Monday Macro with Dave – Rising energy prices test the consumer and the Fed

March 17, 2026

Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Rising energy prices test the consumer and the Fed Dave…

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Country Indices Flash Report – February 2026

February 27, 2026

Japanese Prime Minister Takaichi convincingly won a snap general election. Her party’s two-thirds lower-house majority—the first post-war instance achieved without a coalition partner—gives…

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Women in wealth advocate of the year - Sonya Mughal, Bailard

Sonya Mughal Named Women in Wealth Advocate of the Year at 2026 Private Asset Management Awards

February 25, 2026

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Quarterly Small Value Strategy Q4 2025

February 4, 2026

SNIPPET, LINK, META, Download PDF

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Country Indices Flash Report – January 2026

January 31, 2026

U.S. asset leadership continued to slide from its early-2025 peak. Gold briefly hit record highs above $5,400/oz as the Fed held rates steady, foreign currencies rallied, and more than 80%…

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Quarterly Technology Strategy Q4 2025

January 28, 2026

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Quarterly International Equity Strategy Q4 2025

January 27, 2026

2025 closed by continuing the year’s theme: equity strength driven by economic and corporate resilience, despite policy uncertainty. The U.S.-centered nature of much of this uncertainty gave…

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Why International Equities Led Global Markets in 2025

January 16, 2026

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