Private Market Noise
In this week’s GVA Market Insights, our Asset Management team explores: Private Markets Noise vs. Reality: Redemption headlines at BlackRock and Blue Owl…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
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…
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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…
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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…
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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…
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In Bloom
After what has been another difficult first few months of the year for the second year in a row (remember the Liberation…
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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…
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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…
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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.
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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…
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