A Fractured AI Trade
By Evan Coffey It’s worth asking what a good quarter is actually worth right now when assessing the AI trade. Nvidia reported…
Read More →Insights
Timely market commentary, analysis, and thought leadership to help you stay informed.
The Comfort of Doing Something
By Evan Coffey & Kate Templeton When financial markets misbehave, policymakers tend to take action. That reflex has played out twice over the…
Read More →
The Tortoise and the Hare
By Eric Parnell “Your friend is heavy, But he was ready And never stopped for a while, And while you were sleeping, He…
Read More →
Asset Allocation in 2026: “Survey Says”
By Eric Hough In my best Steve Harvey voice: “We surveyed two hundred advisors on the optimal 2026 portfolio allocation for high-net-worth…
Read More →
Purple Rain
“I know times are changing, It’s time we reach out for something new, That means you, too, You say you want to be a leader, But…
Read More →
Priced Before Proven
By Evan Coffey & Kate Templeton A rocket company became one of the most valuable businesses on Earth in a single afternoon in…
Read More →
The Great Mismatch
Why Digital CAPEX Is Colliding with Physical Infrastructure Reality What happens when the tortoise and the hare must finish the race at…
Read More →
Back to Earth
“Every time we fall to pieces, we build something new out of the hurt” – Back to Earth, Steve Aoki, 2014 That didn’t take…
Read More →
The Memory Squeeze
The AI boom’s biggest supply constraint right now isn’t GPUs. It’s memory. Every AI server in every data center powering tools like…
Read More →
Market Momentum
In this week’s GVA Market Insights, our Asset Management team explores: Equity markets have surged over 10% since April 1st amid strong…
Read More →