
Insights and Commentary…

Monthly Market Insights: March 2026
US equities finished February modestly lower, with dispersion increasing to a historic level. A landmark Supreme Court ruling invalidated the administration’s tariff framework, while escalating US-Iran tensions drove energy to six-month highs, and AI-driven panic-selling spread across multiple sectors.
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Monthly Market Insights: February 2026
Equities maintained their momentum at the start of 2026, underpinned by strong corporate margins and a rotation into small cap stocks. Geopolitical shocks in Latin America and Europe, coupled with a weaker dollar, laid the groundwork for parabolic moves in precious metals. While fundamentals remain robust, recent bouts of volatility underscore the increasing complexity of […]
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Market Outlook: Top Ten Investment Themes for 2026
Element Pointe is pleased to present our Market Outlook: Top Ten Investment Themes for 2026. In this piece, we highlight our views on the economy and explore some of the key topics that we believe will impact markets in 2026.
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Monthly Market Insights: December 2025
A November disruption in the AI leadership race drove a notable pullback in Technology stocks, even as broad corporate strength and a resilient consumer helped the S&P 500 finish in positive territory. With monetary policy now easing and structural tailwinds still supportive, we remain constructive on risk assets, yet cognizant of the risk of elevated […]
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Monthly Market Insights: November 2025
US stocks rose again in October, with AI-linked mega-cap stocks continuing to lead the rally. Resilient corporate earnings bolstered sentiment, but a more hawkish-than-expected Fed and an unprecedentedly prolonged government shutdown keep policy risk elevated. We remain constructive into year-end while emphasizing disciplined diversification.
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Monthly Market Insights: October 2025
US equities continued their rally in September, buoyed by a dovish pivot from the Federal Reserve and broadening market participation. As we enter October, a federal government shutdown adds a fresh layer of policy risk, reinforcing our case for disciplined positioning and broad diversification.
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