Invest in the Impact of AI, not the Infrastructure of AI.
Authoritative insights that help explain what’s really moving investor behavior right now. The market narrative remains dominated by inflation, geopolitics, and AI. Everything else is table scraps. Inflation Markets are always best with a clear path and clarity. Inflation is real. How to deal with it is the problem. The Fed is going to take a…
Shockwave: The SpaceX IPO Effect
How Will it Affect the S&P 500? By Jacob Mullen, Quantitative Derivatives Trader The time is finally upon us, SpaceX is gearing up for a June 2026 Nasdaq IPO under the ticker SPCX, targeting a valuation between $1.5 trillion and $2 trillion while raising more than $75 billion. If successful, it would become the largest…
Financial Risks That Extend Beyond The Portfolio
Paul Larrabee, Director of Insurance – Summit Global Investments Why Some Investors Use Insurance Strategies as Part of a Broader Wealth Preservation Plan For many investors, retirement planning begins with a familiar formula: build a diversified portfolio of stocks, bonds, and cash equivalents designed to grow over time. While those traditional investment tools remain foundational,…
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…
The Return That Matters Most
In a world of endless information, real guidance still matters. For years, the financial advisory industry has tried to prove its value with charts, percentages, and performance metrics. Advisors point to studies showing how professional guidance can potentially improve long-term outcomes through tax efficiency, behavioral coaching, disciplined investing, and strategic planning. And while those numbers…
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…
Cunningham Named 2026 5-Star Financial Planner by Investment News
Congratulations to our very own RJ Cunningham on being named a 2026 5-Star Financial Planner by InvestmentNews—an exceptional and well-earned honor that reflects his dedication, expertise, and unwavering commitment to helping clients achieve meaningful financial outcomes. This recognition highlights the very best of what modern financial planning represents: going beyond portfolios to deliver holistic guidance,…
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…
War, Markets & Reality: What History Actually Tells Investors
By Aash Shah – Head of Investments, Summit Global Investments The U.S./Israel – Iran conflict began five weeks ago, and we’ve witnessed a near doubling of oil prices as well as falling stock prices with increased volatility in most financial markets. It can be instructive to look at prior periods of war and major geopolitical…
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 Evolution of Trading: From Chalkboards to Code
By Robin Kaukonen – Sr. Portfolio & Trading Manager, Summit Global Investments If you walked onto the floor of the New York Stock Exchange in the early 1900s, you wouldn’t see traders staring at multiple monitors with Bloomberg glowing in the background. You would see paper. You’d hear shouting. You’d smell ink and sweat. And…
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