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November 9, 2026

Economic & Market Commentary

Market & Portfolio Update with Sarah Hunt and Patrick Coyne

Join Sarah Hunt and Patrick Coyne for an in-depth discussion of current market conditions, corporate earnings, AI investment, and key factors shaping the outlook heading into 2027. The conversation highlights emerging investment opportunities, the impact of inflation and interest rates, and Alpine Saxon Woods’ disciplined approach to navigating evolving market conditions.

November 5, 2026

Economic & Market Commentary

It’s That Time of Year Again. . .

November’s market outlook explores the post-midterm election rally, shifting investor sentiment, and the economic factors shaping markets heading into year-end. While strong economic growth and historical market trends support cautious optimism, investors remain focused on AI spending, inflation, interest rates, and emerging opportunities in healthcare and energy infrastructure.

November 3, 2026

Media Appearance

Sarah Hunt Earns CFP® Certification

Alpine Saxon Woods is pleased to announce that Sarah Hunt, Chief Market Strategist and Portfolio Manager, has earned her CFP® certification.

October 13, 2026

Economic & Market Commentary

The Bond Market’s Warning

Rising oil prices, higher yields, and increasing rate-hike expectations are creating new challenges for markets, even as AI-driven earnings growth continues to provide support. We examine the competing forces shaping equities, bonds, and the broader market as we move through October.

September 16, 2026

Economic & Market Commentary

And the band played on . . . .

As markets head into the fall, investors are navigating competing forces: an AI-driven capex boom and resilient earnings on one side, and persistent inflation, geopolitical tensions, and higher-rate risks on the other. Our September commentary explores these crosscurrents and what they could mean for markets in the months ahead.

September 15, 2026

Media Appearance

Alpine Saxon Woods’ Dividend Strategy Named to PSN Top Guns List of Best Performing Strategies for Q2 2026

Published quarterly by YCharts, the PSN Top Guns List recognizes standout strategies across separate accounts, managed accounts, and managed ETFs.

Economic & Market Commentary

2026 Mid-Year Outlook

The Mid-Year Outlook 2026 examines the key forces shaping markets, including geopolitical uncertainty, evolving Federal Reserve policy, and the continued impact of artificial intelligence on earnings and investor sentiment. The commentary highlights potential opportunities emerging from sector rotation and discusses how Alpine Saxon Woods is positioning portfolios to capitalize on both ongoing AI-driven growth and new themes developing in the second half of the year.

Economic & Market Commentary

Market & Portfolio Update with Sarah Hunt and Patrick Coyne

The discussion, led by Head of Sales Patrick Coyne and Chief Market Strategist and Portfolio Manager Sarah Hunt, explored key market themes including artificial intelligence, global investment opportunities, inflation, and interest rates, while highlighting Alpine Saxon Woods' disciplined approach to identifying high-quality businesses and creating long-term value for clients.

Economic & Market Commentary

The Cost of Good News

Strong payrolls data should have been a market positive, but investors saw something else: fewer rate cuts and potentially higher borrowing costs.

Economic & Market Commentary

A Lot of Talk and Little Transit

Markets are weighing rising geopolitical and supply chain pressures in the Strait of Hormuz against continued confidence in AI-driven growth, with the durability of both energy flows and technology earnings now in focus.

Economic & Market Commentary

Markets in Flux: Navigating Energy Shocks and Shifting Narratives

Ongoing uncertainty surrounding the Iran conflict and disruptions in the Strait of Hormuz are driving energy volatility and market instability, even as rising earnings expectations and AI-driven productivity offer cautious optimism for 2026.

Media Appearance

Mark Spellman Featured on InvestmentNews’ In the Nasdaq series

Alpine Saxon Woods CEO Mark Spellman joined InvestmentNews’ in the Nasdaq series to share his perspective on navigating today’s volatile market environment.

Economic & Market Commentary

Market & Portfolio Update with Mark Spellman and Patrick Coyne

The discussion, led by Head of Sales, Patrick Coyne and CEO and Portfolio Manager, Mark Spellman, reflects how we are navigating an increasingly complex environment while remaining grounded in a disciplined investment approach.

Economic & Market Commentary

Market Broadening in an Age of Uncertainty

March highlights shifting leadership, geopolitical risk, and the growing importance of valuation and durability.

February 11, 2026

Economic & Market Commentary

Crosscurrents Early in the Year

Markets opened 2026 at highs but were quickly shaken by policy uncertainty, AI-driven sector shifts, and rising geopolitical tensions.

January 15, 2026

Economic & Market Commentary

Markets March On But Risks Linger

Strong growth expectations are carrying markets forward, but policy shifts and geopolitical risks continue to fuel volatility.

December 12, 2025

Review & Outlook

2026 Market Outlook

Earnings under the microscope: AI's promise and the widening opportunity set.

October 3, 2025

Economic & Market Commentary

Where to Begin?

The government shutdown – for however long it lasts – may or may not impact a raft of data that investors are keenly waiting for on both inflation and labor markets.

August 11, 2025

Economic & Market Commentary

Is it earnings or valuation? Or Data?

Markets are experiencing more volatility as we wind down earnings season and move through the end of the summer.

Economic & Market Commentary

The Tale of Two Markets

On the one hand we have the “transitory” market, where earnings have held up and the economic data has been reasonably strong.

December 17, 2024

Economic & Market Commentary

2024 Review and 2025 Outlook

This past year financial markets experienced a unique new set of concerns, many different from those in recent years.

Economic & Market Commentary

Market Commentary June 2024: Summer Doldrums?

What a long, strange trip it’s been. If you are an AI stock, it has been a great ride and while it feels as if the momentum is slowing a bit,.

Economic & Market Commentary

Market Commentary: April 2024

Equity markets had a strong first quarter in 2024. After the pivot by the Federal Reserve on interest rates in December of 2023.

February 15, 2024

Economic & Market Commentary

Market Commentary February 2024: All is not quiet on the inflation front

All is not quiet enough on the inflation front, and that gave markets quite a scare this week. Subsequent weak retail sales seemed to aid in the healing process.

January 25, 2024

Review & Outlook

2023 Review and 2024 Outlook

2023 was challenging in many ways. The rapid Federal Reserve rate hiking cycle was predicted to cause a major slowdown in the economy.

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