We are thrilled to have Fred Semmer as a valued member of the CAISSA team. He is the Director of Investments and oversees the investment diligence program, develops and implements [...]
READ MORE >
Markets rarely move in a straight line, and June provided a clear example of that dynamic. As the S&P 500 paused after a strong start to the year, other areas—such as small-cap stocks, international equities, bonds, and REITs—stepped forward to post positive returns. This shift serves as a timely reminder that market leadership rotates over time. Rather than relying solely on large technology companies, a disciplined and diversified approach allows investors to participate in multiple sources of return as the market evolves.
READ MORE >
Strong gains in AI and technology played a central role in driving market performance this past quarter. While these returns rewarded investors, they also increased concentration risk across portfolios. This is a pattern we often see following powerful market rallies. Markets react quickly to momentum, but long-term success relies on maintaining balance. As we enter the second half of 2026, now is the time to review—not reinvent—your portfolio by rebalancing thoughtfully and staying focused on long-term objectives rather than short-term headlines.
READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our clients’ wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...]
READ MORE >
Geopolitical tension, particularly involving Iran, played a central role in market volatility this quarter. At one point, the situation weighed heavily on sentiment, but toward the end of March, markets rallied on signs of resolution that may be possible. This is a pattern we often see. Markets react very quickly to uncertainty, but they also begin to stabilize as paths towards resolution emerge.
READ MORE >
In March, markets gave back much of the gains built earlier in the quarter. This wasn’t driven by a collapse in fundamentals, but by a shift in sentiment as geopolitical tensions increased and inflation concerns resurfaced.
READ MORE >
In March, markets gave back much of the gains built earlier in the quarter. This wasn’t driven by a collapse in fundamentals, but by a shift in sentiment as geopolitical tensions increased and inflation concerns resurfaced.
READ MORE >
In this CAISSA minute, we explore gold and silver and Bitcoin. Are they really safe havens?
READ MORE >
What the outcome of the war might do to energy costs and what the oil future markets are telling us.
READ MORE >
We’re excited to introduce A Minute with CAISSA, a new LinkedIn video series from our Investment Team delivering timely market insights in just 60 seconds. Each brief update highlights key [...]
READ MORE >