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When markets return to fundamentals

Investor InsightsSeptember 23, 2026Jack McGowan4 min read

As the AI investment cycle matures and interest rates remain in focus, investors are paying closer attention to fundamentals once again. Jack McGowan explores why cash flow, valuation, and the cost of capital may matter more than ever for long-term investors.

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The Two Point Perspective

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When life opens up

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When markets return to fundamentals

The Two Point Perspective

Ceci n’est pas un cigare.

The Inheritance of Memory

A Date with Batman

Literacy Crisis? What Crisis?

Small Things, Big Possibilities

Finding Beauty in the Broken

No Place Like Home

The Connection Era

Life opens up

When life opens up

Legacy perspectives, preserved in place.