Market update – March 2026
The euphoria that carried AI stocks to unprecedented heights has given way to a darker question: what happens when the technology we’ve celebrated begins to displace us?
The euphoria that carried AI stocks to unprecedented heights has given way to a darker question: what happens when the technology we’ve celebrated begins to displace us?
Imagine this: You have just sold a business, received an inheritance or experienced a liquidity event, and suddenly find yourself in possession of significant capital. The question then arises: Who is best placed to protect and grow your assets?
At Telomere Capital, digital transformation has been placed at the heart of the operating model. The IT platform is therefore designed as a central pillar of the organization, supporting portfolio management, compliance, client relationships, and reporting.
From the surprise capture of President Maduro in Venezuela to President Trump’s nomination of Kevin Warsh for Fed Chair, geopolitical shockwaves and policy pivots kept investors on edge.
We have just completed one of the most resilient years in decades. Global equities hit record highs, risky assets rose sharply and the economy proved far more resilient than many had anticipated.