Summit Global Financial

By Steve Farrell, Head of Family Office & Director of Fixed Income & Private Capital – Summit Global Investments The ultimate validation of a private capital manager lies not in the performance they promise, but in the cash they return. Historically, the private markets relied heavily on paper-driven metrics to signal health and attract allocators.…

By Jacob Mullen, Quantitative Derivatives Trader – Summit Global Investments NVIDIA’s $150 Billion Question. NVIDIA made headlines again recently—not because of a new chip or artificial intelligence breakthrough, but because of what it plans to do with some of the cash it is generating. The company announced a $150 billion increase to its share-repurchase authorization,…

By Parineeta Gengaje, Senior Investment Analyst – Summit Global Investments Futures contracts have been an important part of financial market for decades. Futures contracts have been an important part of financial markets for decades. Investors use them to hedge portfolios, gain market exposure, manage risk, and express investment views across equities, commodities, currencies, interest rates,…

By Jacob Mullen, Quantitative Derivatives Trader – Summit Global Investments A handwritten note from the Treasury Secretary raises an intriguing question about U.S. currency policy — and what a shift in the dollar could mean for earnings, markets, and investors. “To Do: Buy Japanese Yen $5-10 bil.” That was the phrase captured by a Reuters1…

By Dave Harden, Chief Executive Officer & Chief Investment Officer – Summit Global Investments They’re About Coming Home. Over the years, I’ve had hundreds of conversations with financial advisors. Many begin the same way: “I’ve built a good business.” “I’m grateful for where I am, but I feel like I’ve plateaued.” Sometimes it’s about technology.…

By Dave Harden, Chief Executive Officer & Chief Investment Officer – Summit Global Investments Finding Tomorrow’s Leaders Before Everyone Else Does. For much of the past decade, investing seemed remarkably simple. Large-cap technology companies dominated headlines, drove index returns, and rewarded investors who concentrated their portfolios in a relatively small number of household names. It…

By Dave Harden, Chief Executive Officer & Chief Investment Officer – Summit Global Investments A Managed Risk Perspective on Long-Term Investing Every investment decision communicates something—not only about where we believe opportunity exists, but also about the risks we’re willing to accept on behalf of our clients. Over the years, I’ve occasionally been asked why…

By Ron Rice, Head of Marketing – Summit Global Investments Welcome to Investor IQ Every day brings another market prediction, another “can’t miss” investment, another headline designed to capture attention rather than build understanding. In a world overflowing with opinions, one of the most valuable investments you can make is in your own financial knowledge.…

By Parineeta Gengaje, Senior Investment Analyst – Summit Global Investments One question that can transform the way investors think about their portfolios. Imagine logging into your brokerage account tomorrow morning and discovering that every investment has been sold overnight. Your account is now 100% cash. There are no taxes to worry about. No transaction costs.…

By Jon Burckett-St. Laurent, Senior Portfolio Manager – Summit Global Investments Not long ago, a client of our firm with a concentrated position in one of the mega-cap technology names pushed back on a recommendation to gradually trim the holding. The case for trimming was straightforward: concentrated positions carry inherent risk, and the stock was…