Despite continued market volatility and rising political and economic risks, New Capital portfolios remain broadly diversified and resilient. Recent policy shifts, international developments, and AI-driven innovation are influencing portfolio strategy, with tactical adjustments reflecting both caution and opportunity.

Leonard Golub, CFA, President of New Capital Management, shares a Q1 2025 market outlook focused on inflation, tariffs, and shifting policies. He highlights key risks and opportunities and offers practical guidance for navigating today’s uncertain environment.

Leonard Golub, CFA, reviews performance trends, model portfolio updates and diversification techniques for managing political uncertainties. Guest presenter, Oscar Barbadillo of Henley & Partners introduces their services in residency or citizenship by investment.

Leonard Golub, CFA, reviews performance trends, model portfolio updates and diversification techniques for managing political uncertainties. Guest presenter, Oscar Barbadillo of Henley & Partners introduces their services in residency or citizenship by investment.

Leonard reviews Q1 markets and New Capital’s portfolio performance and covers topics such as inflation, the Federal Reserve's independence, bond yields, stock market volatility, valuations, and the impact of AI on technology.

Leonard reviews 2023 markets and performance, looks ahead to 2024 including current valuations, and discusses a variety of other items and issues including New Capital's available responses to election year 2024.

Watch a recording of our webinar: Q2 Market Review presented by Leonard Golub, CFA.

Watch a recording of our webinar: Q1 Market Review presented by Leonard Golub, CFA.

Watch a recording of our webinar: Year End Market Review presented by Leonard Golub, CFA.