AQI: An Advisor Infrastructure Platform

AQI: An Advisor Infrastructure Platform Empowering Advisors

Our Mid-Year Market Outlook is out: New Drivers of GrowthThe first half of 2026 didn't lack for headlines. Renewed tensi...
07/29/2026

Our Mid-Year Market Outlook is out: New Drivers of Growth

The first half of 2026 didn't lack for headlines. Renewed tension in the Middle East rattled energy markets, but a strong Q2 earnings season pulled indexes back near record highs. Underneath it all, AI infrastructure spending is doing something interesting: it's driving growth, but it's also creating new inflation pressure through semiconductor and memory pricing. Not exactly the disinflationary story tech usually tells.

The Fed is watching the same thing we are. Core inflation hasn't cooperated, and the rate cuts everyone expected in January now look less likely than a hike before year-end.

We break all of this down in our latest commentary, including where we think this leaves the rest of 2026.

Full outlook here: https://www.aqinvest.com/commentary-2026-mid-year-outlook

Gallacher Capital recently got together for a night out at the Colorado Avalanche game. It was a great chance to connect...
11/25/2025

Gallacher Capital recently got together for a night out at the Colorado Avalanche game. It was a great chance to connect outside the office and celebrate the hard work the team has put in this year. The night was topped off by the Avs’ thrilling 6-3 victory over the NY Rangers.

11/07/2025
10/29/2025

Gallacher Capital’s Portfolio Manager, Jeff Wray (far left), was honored to serve as a panelist at Grayscale Crypto Connect Denver last week. Jeff shared his insights on integrating cryptocurrency into diversified client portfolios and discussed trends shaping the future of digital assets in wealth management

We invite advisors and clients alike to reach out to discuss cryptocurrencies and how we view it as an asset class within our managed portfolios.

Let us know in the comment section below how you view cryptocurrency as part of an investment portfolio.

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