September brought a challenging mix of rising bond yields, oil prices and renewed concerns about AI, although a late-month rally helped my portfolios recover some early losses. Despite the rocky finish to the quarter, all three portfolios remained ahead of three of the four major indexes year to date. Find out what drove September’s market moves, how my portfolios performed and where things stand after the third quarter.
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Weekly Update for the week ending October 16, 2026
The bull market has turned four, with the S&P 500 more than doubling since its October 2022 low. AI investment and resilient economic growth have fuelled the rally, but can corporate earnings keep pace with expectations? Let’s take a look at what’s driven the gains, how this bull market compares with previous ones, and what could lie ahead.
Weekly Update for the week ending October 2, 2026
US Treasury yields have climbed to levels not seen in more than two decades, creating a new challenge for stock investors. With the 10-year yield reaching 5.34% and the 30-year approaching 5.6%, government bonds are becoming a more compelling alternative to equities, while higher borrowing costs and persistent inflation add pressure to the stock market. The higher yields go, the harder it becomes for investors to ignore the alternative sitting in the bond market.
Weekly Update for the week ending September 25, 2026
Beyond the Obvious: Finding Hidden Opportunities
Major investment trends don’t always benefit the companies making the headlines. Sometimes the more interesting opportunities can be found further down the supply chain, in businesses providing the equipment, infrastructure, and services needed to support that growth. Generac’s recent deal to supply backup generators to Amazon’s data centres is a good example of how AI can create opportunities well beyond the technology companies at its centre.
Weekly Update for the week ending July 17, 2026
Why Interest Rates Impact Some Stocks More Than Others
After better-than-expected inflation reports helped push markets higher, technology stocks led the charge while more defensive sectors lagged. The difference comes down to a key investing concept: some stocks are far more sensitive to changes in interest rate expectations than others.
In this week’s update, I explain why growth stocks like Nvidia often react differently than dividend-paying companies like utilities, and how Fed policy influences investor behaviour.
Weekly Update for the week ending July 3, 2026
AI Spending: When Hype Meets Reality
AI stocks have been back in focus, but not for the reasons that drove their earlier surge. After pushing to fresh highs, parts of the sector have started to cool as investors take a closer look at what’s actually fuelling the rally beneath the surface. The story is shifting from pure excitement around artificial intelligence to something more grounded – the rising cost of building it.
What was once framed as a software-driven revolution is increasingly looking like an infrastructure buildout, with massive spending going into chips, data centres, networking, and energy systems. That shift is starting to raise new questions about funding, profitability, and how long this level of investment can realistically continue without more pressure on balance sheets.
This week I discuss what’s driving the latest move in AI-linked stocks, why spending has become the central theme, and how that ripple effect is starting to show up across the broader market.