“What you see and what you hear depends a great deal on where you are standing. It also depends on what sort of person you are.” C. S. Lewis Happy New Year, and thank you, as always, for your continued trust and partnership. As we begin 2026, it feels appropriate to step back and assess the economic landscape, what the market is grappling with, and how we are positioning capital in an environment that remains unusually volatile and uncertain.   What should investors expect fr