09/04/2026
Q2 review, Q3 outlook: what a sharp sell-off and rebound tells us about where markets go from here.
In the latest Polestar Podcast episode, Kevin Parton and portfolio manager Keith Allan look back at Q2 — the Middle East-driven pullback, the rebound that followed — and use where markets stand today in Q3 to explain what it means for investors: oil above $100 a barrel, inflation ticking back up, and why a well-diversified, actively managed portfolio matters most when markets eventually turn.
A candid look at index investing vs. stock picking, and what individual investors can learn from how pension funds are built.
https://velawealth.com/43-q2-market-review-q3-outlook/
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