Understanding The Role of Private Capital in Modern Portfolios
By Steve Farrell, Head of Family Office & Director of Fixed Income & Private Capital – Summit Global Investments Why More Sophisticated Investors Are Expanding Beyond Traditional Markets For decades, most investors built portfolios around a familiar mix of publicly traded stocks, bonds, and cash equivalents. But as markets evolve and wealth strategies become more…
AI in Investment Management
By Parineeta Gengaje , Senior Investment Analyst – Summit Global Investments What’s Changing and What Matters Artificial intelligence is quickly becoming a defining advantage in modern investment management. Markets have always been data-driven, but the scale, speed, and complexity of today’s information environment have made traditional approaches increasingly insufficient. The edge is no longer just…
Before You Buy SpaceX Stock: Understanding the Hype, the Risks, and the Market History
From the Summit Global Investment Team The following guidance reflects the collective views of Summit Global’s investment professionals. It is informed by our shared research, disciplined investment process, and ongoing market analysis, and is intended to provide a unified perspective on matters of broad investor interest. Although there has been ongoing speculation about a potential…
Does Gold Belong in Your Portfolio?
By Jon Burckett – Senior Portfolio Manager John Maynard Keynes famously described the gold standard as a “barbarous relic,” and Warren Buffett has pointed out it produces no cash flow or earnings power. Buffett is correct: gold is fundamentally unproductive and sentiment-driven — more akin to a collectible than a stock or bond, impossible to…
Thriving in Volatility: A Guide for Investors
What’s next?” It’s a question we all ask about our careers, our families, our future. And just as often, we ask it about the markets. The truth is, none of us can predict the future. But here’s the good news: long-term investors don’t need to predict the future. You need a strategy to navigate it…
The Broken Watch Problem in Trading
By Tony Hozian, Sr. Derivatives Trader – Summit Global Investments What is the difference between a Buy Side option trading shop and a Sell Side option trading shop? If you Google this question and skim a few answers, it’s easy to walk away with the wrong conclusion. The answer sounds obvious, right? Buy Side buys things. Sell…
The ETF Advantage: What Most Investors Never See
By Robin Kaukonen, Sr. Portfolio Manager – Summit Global As promised in last month’s “The Art and (Science) of Trading,” I plan to take you down the rabbit hole of ETF custom rebalances. But first, let’s take a step back and talk about the origins of ETFs and why they’ve become so ubiquitous in the…
Video: CEO Dave Harden Joins The Exchange on CNBC
In this timely conversation, CEO Dave Harden recently joined The Exchange on CNBC to share his perspective on today’s markets, changes at the Fed, investor sentiment, and the disciplined principles guiding Summit Global’s approach to risk and opportunity. Watch the full interview to hear how Summit Global is helping investors and advisors navigate complexity with…
What are Zero days to Expiration Options?
What Is a Zero Days to Expiration (0DTE) Option? Zero Days to Expiration (0DTE) options are option contracts that expire on the same trading day they are entered. In the case of S&P 500 Index (SPX) options, expiration occurs at the end of the trading session (2:00 p.m. Mountain Time). Over the past several years,…
What is Quantitative Investing?
Quantitative investing, often shortened to “quant investing,” is an investment approach that relies on mathematical models, statistical analysis, and computer algorithms to identify investment opportunities, construct portfolios, and manage risk. The advent of powerful computers with access to millions of data points and sophisticated models has made quant investing mainstream in the past several decades.Unlike…
Video: VettaFi ETF Spotlight with CEO Dave Harden
CEO Dave Harden sits down with VettaFi’s ETF Spotlight to discuss how today’s ETF landscape is evolving—and what investors should be paying attention to now. In this insightful conversation, Dave explores how disciplined ETF construction, risk-aware positioning, and thoughtful diversification can help portfolios stay resilient through changing market conditions. Watch the full video to hear…
Municipal Bonds in 2026: A Managed Risk Opportunity for Tax-Aware Investors
By Steve Farrell – Head of Family Office | Director of Fixed Income & Private Capital As investors look ahead to 2026, municipal bonds are re-emerging as a compelling area of focus—particularly for those seeking tax efficiency, income stability, and risk-aware portfolio construction. After several years of shifting interest-rate dynamics, today’s municipal market presents a…
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