Why Digital CAPEX Is Colliding with Physical Infrastructure Reality What happens when the tortoise and the hare must finish the race at the same time? The market narrative today is dominated by the scale of capital being deployed into AI, data centers, and next-generation compute. Hundreds of billions of dollars are being committed, sometimes circularly, with the expectation that infrastructure … Read More
The 700 Billion Audit
Last week five of the biggest names in technology released their latest quarterly earnings results and while all beat top and bottom line estimates comfortably, Wall Street is becoming increasingly concerned about one recurring theme within the earnings calls.
Long May You Run
What a difference a month makes. It was at this same time thirty days ago when the S&P 500 was embroiled in an eight week decline that had it on the brink of falling into correction territory down more than -10% from late January highs.
Market Rebound
In this week’s GVA Market Insights, our Asset Management team dissects the latest stock market rally: Markets rebound despite early volatility: Equities have surged to all-time highs following a turbulent quarter, as investors look past geopolitical tensions and easing oil prices support sentiment. Broad-based rally with rising retail influence: April gains have been strong across sectors and regions, fueled by AI-driven optimism … Read More
In Bloom
After what has been another difficult first few months of the year for the second year in a row (remember the Liberation Day tariffs around this very same time last year?), the U.S. stock market is once again in bloom.
Two Acts, One Quarter – The Story of Q1
The first quarter of 2026 came to a close last week, and it played out in two distinct acts. The quarter opened with momentum.
Something in the Orange
t has been a tough start to 2026 for financial markets to say the least. And following three years of relentless, tech fueled US stock market upside, many are now increasingly wondering whether the orange dancing in the eyes of investors for so long is finally starting to extinguish. With so much turbulence, volatility and uncertainty in today’s market, where the hell are we supposed to go?
Crisis in the Middle East
In this week’s GVA Market Insights, our Asset Management team deep dives into the crisis in the Middle East.
Masters of War
“Come you masters of war, You that build the big guns, You that build the death planes, You that build all the bombs, You that hide behind walls, You that hide behind desks, I just want you to know, I can see through your masks” –Masters of War, Bob Dylan, 1963 Financial markets are transfixed by war. On Saturday, February 28, the United States and Israel … Read More
Seasons
“Summer nights and long warm days , Are stolen as the old moon falls, And my mirror shows another face, Another place to hide it all” –Seasons, Chris Cornell, 1992 The party is over. After a three-year rager in the technology sector fueled by a mosh pit of Artificial Intelligence (AI) euphoria, the long overdue hangover is now setting in. The AI … Read More