Investment Insights: Week Ending August 14
Five charts of the week, ranging from market performance to AI's impact on free cash flow and debt financing by hyperscalers.
Investment Insights from Fidelis Capital
Your brief on the week’s most important economic news and trends, every Friday. Written by Portfolio Managers at Fidelis Capital, a wealth management firm helping the ultra-high-net-worth simplify the complex.
Live Last read · last published · next check
Latest posts
Investment Insights: Week Ending August 7
Key July macroeconomic data reports had good news for the economy at large and mixed news elsewhere. Here's the breakdown and what investors should know.
Investment Insights: Week Ending July 31
High-flying Situational Awareness falls prey to leverage and Warsh delivers an ambiguous press conference. Here's what moved markets this week.
Investment Insights: Week Ending July 24
Tensions escalated in the Middle East this week. What does it mean for markets moving forward? Plus, exciting news at Fidelis Capital.
Investment Insights: Week Ending July 17
Inflation came in lower across the board in June, but Fed Chair Kevin Warsh doesn't believe "everything is swell" – here's why.
Investment Insights: Week Ending July 10
The wage-price spiral, the latest oil price fluctuations and what they mean for the Fed's dual mandate—employment and inflation.
Investment Insights: Week Ending July 3
Equity markets closed Q2 higher to post their strongest quarterly performance since 2020. What does this mean for the rest of 2026?
Investment Insights: Week Ending June 12
Tariff refunds are working through the market. How does this impact the Fed's commentary following next week's meeting?
Investment Insights: Week Ending June 5
The IPO market is heating up, and tariffs are back in the headlines. Here's what you need to know.
Investment Insights: Week Ending May 29
What's driving stock market returns this year?