Steadiness is important when Investing in Uncertain Markets: Oil prices, inflation and interest rates created a challenging investment environment in Q3 2026. Yet different asset classes responded very differently—reinforcing why diversification and discipline remain important for long-term investors.
Rather than trying to predict which asset class will perform best next, our approach is to build portfolios around five major asset classes: Cash, Fixed Income, Equities, Real Estate and Commodities. Each plays a different role, and together they provide a broad foundation for durable portfolios.
For investors with long-term objectives, we believe the answer to changing markets is not necessarily to change strategy. It is to remain diversified, disciplined and focused on the things that matter most: preserving & growing wealth while maintaining sufficient liquidity to meet your income needs.
Read the Q3 2026 Market Review PDF to see how market conditions affected the major asset classes—and the investment principles that continue to guide our clients’ portfolios.