Skip to main content
Gideon Strategic Partners
Investment Management
Financial PlanningEvents
Client Login
Insights
Investment Perspectives

Market Commentary

Each month, the Gideon Strategic Partners investment team publishes its perspective on market conditions, macro developments, and portfolio positioning considerations for ultra-high-net-worth investors and family offices. To receive commentary directly, contact the team below.

Receive Monthly Commentary

Contact Gideon to be added to the distribution list for Monthly Market Observations.

Subscribe for Updates

Monthly Market Observations: 2025/2026

Market Commentary
Monthly Market Observations
Giorgio CaputoAugust 2026
Download PDF
Market Commentary
Monthly Market Observations
Giorgio CaputoJuly 2026
Download PDF
Market Commentary
Monthly Market Observations
Giorgio CaputoJune 2026
Download PDF
Market Commentary
Monthly Market Observations
Giorgio CaputoMay 2026
Request Copy
Market Commentary
Monthly Market Observations
Giorgio CaputoApril 2026
Request Copy
Market Commentary
Monthly Market Observations
Giorgio CaputoMarch 2026
Request Copy
Market Commentary
Monthly Market Observations
Giorgio CaputoFebruary 2026
Request Copy
Market Commentary
Monthly Market Observations
Giorgio CaputoJanuary 2026
Request Copy
Market Commentary
Monthly Market Observations
Giorgio CaputoDecember 2025
Request Copy
Market Commentary
Monthly Market Observations
Giorgio CaputoNovember 2025
Request Copy
Market Commentary
Monthly Market Observations
Giorgio CaputoOctober 2025
Request Copy

Full text of each edition is distributed to clients and contacts on our mailing list. Contact Gideon to receive future issues.

Archive: From the Desk of Erik Oros

Earlier commentary from CIO Erik Oros, CFA, CAIA (2020–2022). Contact Gideon to request archived editions.

Fear & Loathing in the Markets
2022 · Erik Oros, CFA, CAIA
Request
From the Desk of Erik Oros, July 2021
July 2021 · Erik Oros, CFA, CAIA
Request
From the Desk of Erik Oros, April 2021
April 2021 · Erik Oros, CFA, CAIA
Request
From the Desk of Erik Oros, March 2021
March 2021 · Erik Oros, CFA, CAIA
Request
From the Desk of Erik Oros, February 2021
February 2021 · Erik Oros, CFA, CAIA
Request
From the Desk of Erik Oros, January 2021
January 2021 · Erik Oros, CFA, CAIA
Request
From the Desk of Erik Oros, December 2020
December 2020 · Erik Oros, CFA, CAIA
Request
From the Desk of Erik Oros, November 2020
November 2020 · Erik Oros, CFA, CAIA
Request
From the Desk of Erik Oros, October 2020
October 2020 · Erik Oros, CFA, CAIA
Request
From the Desk of Erik Oros, September 2020
September 2020 · Erik Oros, CFA, CAIA
Request
From the Desk of Erik Oros, August 2020
August 2020 · Erik Oros, CFA, CAIA
Request

Stay Informed on Markets and Strategy

Join Gideon's distribution list to receive Monthly Market Observations and periodic investment perspectives from the Gideon Strategic Partners team.