Emerald Insights: Empowering You with Knowledge and Clarity


Timely guidance, educational tools, and curated content to support confident financial decisions.

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AI, trends, risk management, financial planning James Tharin, CFA – President & Chief Investment Officer AI, trends, risk management, financial planning James Tharin, CFA – President & Chief Investment Officer

Trend Following, Risk Management, and the Lessons of Q2

The second quarter reminded investors that markets often climb a wall of worry. We break down where leadership concentrated, where it began to broaden, and why trend following and risk management have to work together.

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