Category: Webinars

John examined what has been driving the market’s recent performance, including market concentration, artificial intelligence, shifting valuations, and changes at the Federal Reserve. John also discussed the economic and market developments investors should be watching as we move through the second half of 2026.

John looks back on Q1 of 2026 and summarizes the radically changing geopolitical environment while educating clients on Townsend’s current setup for investments.

John looks back on the market in 2025 and provides an outlook on the year ahead.

John’s market update looks back on third-quarter highlights and looks ahead considering inflation pressure, labor markets, geopolitical and trade tensions, and other factors.

John’s Q3 markets update addresses pitfalls to be avoided in the current environment.

John’s Q2 markets update focused on tariffs and investment strategies. 

John’s first markets update of 2025 touched on 2024 highlights, a look ahead into Q2, a look at the Trump effect and investment strategies.

John’s Q4 update will touch on 3rd quarter market action, a look ahead, an economic assessment, and a geopolitical update.

John’s Q3 update will touch on 2nd quarter market action, a look ahead, an economic assessment, and a geopolitical update.

John’s Q2 update will touch on 1st quarter market action, a look ahead, an economic assessment, and a geopolitical update.