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Market Insights
Insights about Macro Economic and Asset Class trends


Navigating the Noise: Market Realities, Factor Reversion, and the Fed’s Path Forward
A divided Fed, oil-driven inflation, and a market still riding on a handful of AI mega-caps here's where things actually stand as August unfolds.

Liran Amir
Aug 164 min read


Asset Allocation, Diversification & Risk: 2026 Foundations
Why Allocation Still Matters Most Decades of academic research point to the same enduring conclusion: how you allocate your capital across asset classes not individual stock picking or market timing is the primary driver of your portfolio's long-term results. That core principle is the foundation of our Investment Philosophy at SKP Wealth, and it hasn't changed. What has changed is the toolkit available to build that allocation, alongside the macroeconomic forces shaping mark

Liran Amir
Jul 286 min read


Navigating a Higher-for-Longer Rate Environment
Rate-cut expectations gave way to a "higher-for-longer" reality this year. Here's what's changed, and what it means for your portfolio.

Liran Amir
Jul 202 min read
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