Nick Allen |
So, while the first half of 2026 has mirrored 2025 closely, now it's about looking forward and preparing for a new set of risks and opportunities. These include technological change and concentration, fragile peace negotiations, supply chain disruptions, and a recalibration of Federal Reserve expectations. We outline these all in more detail in our full Q2 economic letter here.
Read More
Nick Allen |

 

Developments in the Middle East continue to unfold rapidly and have been the primary source of market volatility so far in 2026. While geopolitical crises are

Read More
Nick Allen |

 

 

 

While the "imminent collapse" of the US dollar remains a persistent theme in contemporary financial discourse, such prognostications often occupy a

Read More
Nick Allen |

It's hard to believe we are already at year end. This is a time to reflect on memories made and be grateful for the chance to relax before the new year. But we

Read More
Jacob Devlin |

What is the Excitement with ETFs?

What is a stock? It might seem like a simple question, but definitions vary, and for many, the term recalls a mix of good and

Read More
Jacob Devlin |

How Big is the Beautiful Bill Act? 

While tax season has come and gone, taxes remain a key focus here at Covington. We are continuing to monitor portfolio tax

Read More