Shockwave: The SpaceX IPO Effect
How Will it Affect the S&P 500? By Jacob Mullen, Quantitative Derivatives Trader The time is finally upon us, SpaceX is gearing up for a June 2026 Nasdaq IPO under the ticker SPCX, targeting a valuation between $1.5 trillion and $2 trillion while raising more than $75 billion. If successful, it would become the largest…
Summit Global Investments Launches the Next Evolution of Family Office Advisory
BOUNTIFUL, Utah, May 21, 2026 /PRNewswire/ — Summit Global Investments (Summit Global) today announced the next evolution of Summit Global Family Office, an elevated family office platform designed to serve ultra-high-net-worth individuals, multi-generational families, entrepreneurs, and globally connected clients. The platform delivers a highly integrated framework of institutional investment management, global advisory, private capital access, and long-term…
AI in Investment Management
By Parineeta Gengaje , Senior Investment Analyst – Summit Global Investments What’s Changing and What Matters Artificial intelligence is quickly becoming a defining advantage in modern investment management. Markets have always been data-driven, but the scale, speed, and complexity of today’s information environment have made traditional approaches increasingly insufficient. The edge is no longer just…
Before You Buy SpaceX Stock: Understanding the Hype, the Risks, and the Market History
From the Summit Global Investment Team The following guidance reflects the collective views of Summit Global’s investment professionals. It is informed by our shared research, disciplined investment process, and ongoing market analysis, and is intended to provide a unified perspective on matters of broad investor interest. Although there has been ongoing speculation about a potential…
Does Gold Belong in Your Portfolio?
By Jon Burckett – Senior Portfolio Manager John Maynard Keynes famously described the gold standard as a “barbarous relic,” and Warren Buffett has pointed out it produces no cash flow or earnings power. Buffett is correct: gold is fundamentally unproductive and sentiment-driven — more akin to a collectible than a stock or bond, impossible to…
Thriving in Volatility: A Guide for Investors
What’s next?” It’s a question we all ask about our careers, our families, our future. And just as often, we ask it about the markets. The truth is, none of us can predict the future. But here’s the good news: long-term investors don’t need to predict the future. You need a strategy to navigate it…
Beyond the S&P 500: Strategic Diversification
By Aash Shah – Head of Investments, Summit Global Investments For over a decade, the conversation around international investing was often one of “why bother?” As the S&P 500—fueled by a handful of tech titans—consistently outperformed the rest of the world, home-country bias became a winning strategy. But as we move through 2026, the data suggests…
The Broken Watch Problem in Trading
By Tony Hozian, Sr. Derivatives Trader – Summit Global Investments What is the difference between a Buy Side option trading shop and a Sell Side option trading shop? If you Google this question and skim a few answers, it’s easy to walk away with the wrong conclusion. The answer sounds obvious, right? Buy Side buys things. Sell…
The ETF Advantage: What Most Investors Never See
By Robin Kaukonen, Sr. Portfolio Manager – Summit Global As promised in last month’s “The Art and (Science) of Trading,” I plan to take you down the rabbit hole of ETF custom rebalances. But first, let’s take a step back and talk about the origins of ETFs and why they’ve become so ubiquitous in the…
Summit Global Launches Enhanced Model Portfolios
Bountiful, Utah – February 4, 2026 — Summit Global Investments (“Summit Global”) has announced the launch of its new Enhanced Model Portfolios, a suite of ETF-driven investment strategies designed to provide investors with greater access to sophisticated, institutional-grade portfolio management techniques traditionally reserved for larger, more complex accounts. The new models incorporate option income strategies…
Video: CEO Dave Harden Joins The Exchange on CNBC
In this timely conversation, CEO Dave Harden recently joined The Exchange on CNBC to share his perspective on today’s markets, changes at the Fed, investor sentiment, and the disciplined principles guiding Summit Global’s approach to risk and opportunity. Watch the full interview to hear how Summit Global is helping investors and advisors navigate complexity with…
Video: CEO Dave Harden Joins The Exchange on CNBC
In this timely conversation, CEO Dave Harden recently joined The Exchange on CNBC to share his perspective on today’s markets, changes at the Fed, investor sentiment, and the disciplined principles guiding Summit Global’s approach to risk and opportunity. Watch the full interview to hear how Summit Global is helping investors and advisors navigate complexity with…
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