The Great Mismatch
Why Digital CAPEX Is Colliding with Physical Infrastructure Reality What happens when the tortoise and the hare must finish the…
Category: <span>Insights</span>
Back to Earth
“Every time we fall to pieces, we build something new out of the hurt” – Back to Earth, Steve Aoki, 2014 That…
The Memory Squeeze
The AI boom’s biggest supply constraint right now isn’t GPUs. It’s memory. Every AI server in every data center powering…
Market Momentum
In this week’s GVA Market Insights, our Asset Management team explores: Equity markets have surged over 10% since April 1st…
The Bounce
The wild ride for the U.S. stock market continues in 2026.
Avoiding the Fate of the Dinosaurs
For the first time in years, the IPO market is generating legitimate buzz rather than cautious optimism. The second half…
The Power
“It’s gettin’, it’s gettin’, it’s gettin’ kinda heavy” – The Power, Snap, 1990 The U.S. stock market is getting way ahead of…
Private Market Noise
In this week’s GVA Market Insights, our Asset Management team explores: Private Markets Noise vs. Reality: Redemption headlines at BlackRock and…
The 700 Billion Audit
Last week five of the biggest names in technology released their latest quarterly earnings results and while all beat top…
Long May You Run
What a difference a month makes. It was at this same time thirty days ago when the S&P 500 was…