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Q1 2026 gave investors a lot to absorb — geopolitical conflict, volatility, a Fed that's in no hurry to cut, and in our view, a fixed income opportunity that's finally hard to ignore. Join our investment team for a one-hour discussion that provides: portfolio perspective, market context, and advisor talking points.
Our Chief Investment Officer, James St. Aubin, discusses Q4 market conditions and the outlook for 2026, including valuations, rates, inflation, and the role of AI.
Bill Cates, Host of the Top Advisor Podcast, explores how advisors can use “generational diversity” to strengthen their relationships with client families.
CIO James St. Aubin shares insights on economic themes and market drivers shaping Q3—from interest rates and equity volatility to opportunities in fixed income.