Author: LFA Team
May 2026 | Monthly Market Commentary
The Battle Between Inflation and Artificial Intelligence The key themes we highlighted in April remain largely unchanged. Markets continue to be driven by the tension...
What Is a Midterm Election “Market Check-Back”?
What is a midterm election market check-back? It refers to historical observations that, during the summer of a midterm year, stocks tend to revisit their...
Is Your Portfolio Ready for a Potential Kevin Warsh Fed? Managing Interest Rate Shifts
Many are asking: What does a Kevin Warsh–led Federal Reserve mean for interest rates? The nomination of Kevin Warsh points toward a more rules-based monetary...
Structured Note Idea on GLD & GDX
Recent Weakness Reflects Macro Pressures More Than Geopolitical Dynamics Despite its longstanding reputation as a potential safe-haven asset against geopolitical risk and inflation, gold has...
April 2026 | Monthly Market Commentary
From Shock to Complex Stabilization April 2026 marked a transition from the geopolitical shock of March toward a more stable—though still uncertain—macro environment. While tensions...
Will USMCA Renegotiations Spark Market Volatility? What Investors Need To Know
What Is Happening on July 1, 2026? The upcoming July 1, 2026, milestone is not simply a routine meeting. It is a formal Joint Review...
How the Iran Conflict May Impact Global Energy Portfolios: Considerations for Diversification
The global energy system faced a sudden disruption following the U.S. military escalation involving Iran on February 28, 2026. In the weeks that followed, tensions...
Financial Markets DEEP DIVE
Click Here to Download the PDF Version “An eye for an eye only ends up making the whole world blind.” – Mahatma Gandhi, Indian Politician/Filosopher/Lawyer...
March 2026 | Monthly Market Commentary
Volatility is Back, One Year Later In a Nutshell March 2026 will be remembered as a month when geopolitical shockwaves from the Middle East collided...
Why Are U.S. Investors Relocating Their Wealth to Switzerland?
For decades, U.S. investors could afford to think locally. The dollar dominated global trade, domestic markets rewarded concentration, and currency risk felt distant. Today, that...
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+41 43 497 22 83 Via F. Pelli 3, 6900 Lugano
Switzerland
+41 91 921 37 52 Rue de Lausanne 25, 1950 Sion
Switzerland
