Everything you thought you knew about custodians, trade settlements and transferring assets.Summit Global Investments

Dave and Bryce discuss the outcome of the election and its effect on the market.Summit Global Investments

In their attempt to level the financial markets playing field, who is really winning?Summit Global Investments

Market behavior this year is quite erratic. Matt Hanna, CFA discusses what factors and areas within the markets are gaining/losing and why.Summit Global Investments

Market recoveries come in an alphabet soup of letters. Thrown into the pot now are corporate logos, the "Nike Swoosh" for example. What letter or logo will the market recovery of 2020 turn out like?Summit Global Investments

Looking further into the current investing landscape and knowing how high the unemployment rate is, what impacts will this have on the US in both the short term and long term. Are the markets seeing what is really going on? Many factors are at play.Summit Global Investments

The genesis behind the creation of SGI and why taking a managed risk to equity investing is the foundation of the firm.Summit Global Investments

As China began shutting down from the onslaught of Covid-19, preparation and changes across portfolios happened early on at SGI. Our shouting from the rooftops about what was happening in the markets gave us a deeper connection with Chicken Little. Now, the markets are searching for certainty in an uncertain investing environment.…

Feels like a bear market rally. Is it? Aash Shah, CFA and Sr. Portfolio Manager discusses recent market action.Summit Global Investments

What's driving the markets today does not look sustainable. Unless, cruises and hotels are in your near future travel plans.Summit Global Investments

Our introductory episode in our ongoing podcast.Summit Global Investments

Utility stocks historically have shown to protect during market downturns. Given Covid-19, a new type of "utility" stock may be here. However, these names are not part of the utility sector.Summit Global Investments

This morning new unemployment insurance claims skyrocketed to 3,283,000 with COVID-19 cases squarely responsible for the largest jump in unemployment claims ever in the U.S. Here we discuss our thoughts on what it means for the markets.Summit Global Investments