John looks back on Q1 of 2026 and summarizes the radically changing geopolitical environment while educating clients on Townsend’s current setup for investments.
Category: Investment Webinars
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Q1 2026 Markets Update with John Goltermann, CFA, CGMA
John looks back on the market in 2025 and provides an outlook on the year ahead.
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2025 Markets Update with John Goltermann, CFA, CGMA
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.
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Q2 2025 Markets Update with John Goltermann, CFA, CGMA
John’s Q2 markets update focused on tariffs and investment strategies.
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Q1 2025 Markets Update with John Goltermann, CFA, CGMA
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.
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Q4 2024 Markets Update with John Goltermann, CFA, CGMA
John’s Q4 update will touch on 3rd quarter market action, a look ahead, an economic assessment, and a geopolitical update.
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Q3 2024 Markets Update with John Goltermann, CFA, CGMA
John’s Q3 update will touch on 2nd quarter market action, a look ahead, an economic assessment, and a geopolitical update.
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Q2 2024 Markets Update with John Goltermann, CFA, CGMA
John’s Q2 update will touch on 1st quarter market action, a look ahead, an economic assessment, and a geopolitical update.
Audio-Only Version
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Q1 2024 Markets Update with John Goltermann, CFA, CGMA
John Goltermann, CFA, CGMA, talks about Q1 investment markets, the opportunity set and the important factors at work. 2023 was an unusual year, and John explains the price action in stocks and bonds, what was behind it, and what to look out for going into next year.


