Insights

Meridith on the Markets -  Ongoing read on markets, opportunities, and risk — published as conditions change. Each piece is written to answer the question every investor is quietly asking: what does this mean for my money?

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Meridith on the Markets

Subscribe to our newsletter and get exclusive insights into market trends, economic perspective, and white papers with Fortis Portfolio Solutions.

Table Set for Year End Rally?

With investors lightly positioned heading into Q4, and sentiment at some of the most bearish levels we’ve seen with markets this close to all-time highs, we think there is a reasonable case...

The Market Got Cheaper While Stocks Rose

In brief During August, we trimmed our holdings in financials and industrial companies, kept a large position in energy, and are spending this fall stress-testing the companies that we own rather...

July Was Deceptively Calm

The S&P 500 ended July exactly where it started. Flat. After geopolitical shocks, a Fed non-decision that somehow rattled more than it reassured, and a late-month rally that arrived fashionably late...

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Meridith on the Markets

Table Set for Year End Rally?

With investors lightly positioned heading into Q4, and sentiment at some of the most bearish levels we’ve seen with markets this close to all-time highs, we think there is a reasonable case...

The Market Got Cheaper While Stocks Rose

In brief During August, we trimmed our holdings in financials and industrial companies, kept a large position in energy, and are spending this fall stress-testing the companies that we own rather...

July Was Deceptively Calm

The S&P 500 ended July exactly where it started. Flat. After geopolitical shocks, a Fed non-decision that somehow rattled more than it reassured, and a late-month rally that arrived fashionably late...

Subscribe to our newsletter and get exclusive insights into market trends, economic perspective, and white papers with Fortis Portfolio Solutions.

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White Papers

The Rise of Boutique Investment Management

A Return to the Roots of Investing

Coming Soon !

Investing Like the Rockefellers

Prioritzing Cash Flow

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How do I Not Run Out of Money ?

Creating Sustainable Income

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Coming Soon !

Women's Attitudes Toward Investing

Security Over Profits

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Coming Soon !

Dynamic Investment Philosophy

Managing Volatility

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