Summit Global Financial

Authoritative insights that help explain what’s really moving investor behavior right now. The market narrative remains dominated by inflation, geopolitics, and AI. Everything else is table scraps. Inflation Markets are always best with a clear path and clarity.  Inflation is real. How to deal with it is the problem. The Fed is going to take a…

By Parineeta Gengaje , Senior Investment Analyst – Summit Global Investments What’s Changing and What Matters Artificial intelligence is quickly becoming a defining advantage in modern investment management. Markets have always been data-driven, but the scale, speed, and complexity of today’s information environment have made traditional approaches increasingly insufficient. The edge is no longer just…

By Robin Kaukonen, Senior Portfolio and Trading Manager – Summit Global Investments When headlines around Iran heat up, markets don’t just react—they reprice risk almost instantly. That’s because Iran sits at the center of one of the world’s most critical energy corridors, particularly the Strait of Hormuz, through which a significant portion of global oil…

From the Summit Global Investment Team The following guidance reflects the collective views of Summit Global’s investment professionals. It is informed by our shared research, disciplined investment process, and ongoing market analysis, and is intended to provide a unified perspective on matters of broad investor interest. Although there has been ongoing speculation about a potential…

By Jon Burckett – Senior Portfolio Manager John Maynard Keynes famously described the gold standard as a “barbarous relic,” and Warren Buffett has pointed out it produces no cash flow or earnings power. Buffett is correct: gold is fundamentally unproductive and sentiment-driven — more akin to a collectible than a stock or bond, impossible to…

Congratulations to our very own RJ Cunningham on being named a 2026 5-Star Financial Planner by InvestmentNews—an exceptional and well-earned honor that reflects his dedication, expertise, and unwavering commitment to helping clients achieve meaningful financial outcomes. This recognition highlights the very best of what modern financial planning represents: going beyond portfolios to deliver holistic guidance,…

By Aash Shah – Head of Investments, Summit Global Investments The U.S./Israel – Iran conflict began five weeks ago, and we’ve witnessed a near doubling of oil prices as well as falling stock prices with increased volatility in most financial markets. It can be instructive to look at prior periods of war and major geopolitical…

By Tony Hozian, Senior Derivatives Manager What is the VIX? The VIX, introduced in 1993 by the Chicago Board Options Exchange, is one of the most widely referenced indicators in modern markets—and one of the most misunderstood. At its core, the VIX is a forward-looking measure of expected volatility. Specifically, it reflects the market’s expectation…

What’s next?” It’s a question we all ask about our careers, our families, our future. And just as often, we ask it about the markets. The truth is, none of us can predict the future.  But here’s the good news: long-term investors don’t need to predict the future. You need a strategy to navigate it…

By Sylvain Templeman, Chief Growth Officer Financial markets have always moved in cycles. Periods of stability and growth are inevitably followed by volatility, uncertainty, and headlines that can challenge even the most experienced investors. During these moments, the value of professional financial advice becomes especially clear. While technology has made investing more accessible than ever,…