One of the ways I establish my opinions and to an extent, investment leanings and preferences, is by having a firm understanding of how most prominent investment strategists are thinking. These strategists set and lead the investment thought leadership and investment direction for their firms. Generally speaking, most strategists remain positive and constructive on the markets for 2026.

As we enter Q4 and reflect back on the previous quarters, it’s hard not to be impressed by what has transpired. Since the market pullback in March and April of this year, markets (Dow Jones, S&P 500 and Nasdaq) have continued their advance. With all three indices establishing new all-time highs. As we remarked earlier in the year, we were...

In early April, as the S&P corrected below 5000, numerous market experts suggested that a future market rebound would be different than what we have seen in the recent past. The level of uncertainty inherent in the market at that time was palpable. It was also proving to be extremely difficult to “handicap” the impact of universal tariffs & trade...