Seaview Investment Man...
Seaview Investment Managers
Our Website
Outlooks & Market Updates
Our Lighthouse
Our Crew
Financial Education
Weekly Market Recap
We Care
Who We Serve
Our Strategies
Disclosures
Contact Us
Fixed Income vs. Equities
Stock Analysis Demystified
Custodian vs. Bank
Why Market Crashes Are Hidden Investment Opportunities
YouTube
The Next Generation Event
From Cultivation to Extraction
After years of transformation and heavy capital deployment, markets are entering a new phase.
2026 is no longer about what is being built — but about what can be produced from what already exists.
Growth alone is not enough. Execution, efficiency, and real outcomes matter.
Our 2026 Outlook is framed through The Olive Cycle:
years of cultivation precedes harvest — and value ultimately depends on timing, pressure, and selection. Not every investment delivers durable results, and dispersion is rising.
Inside the report, we highlight four forces reshaping investment outcomes in 2026:
• From AI deployment to AI productivity — when promise turns into measurable returns
• Infrastructure, energy, and physical constraints — the real limits to scale
• Capital discipline as a structural advantage — where execution separates winners from laggards
• Rising dispersion — creating opportunity for selective and decisive investors
From Cultivation to Extraction is our framework for navigating a market where outcomes — not narratives — define value.
The Seaview Annual Outlook 2026 is available in English and Spanish.
👉 Read the full Outlook here: www.seaviewim.com/outlooks
#SeaviewOutlook2026 #TheOliveCycle #CapitalDiscipline #AIProductivity GlobalMarkets
48Overall, international equities and precious metals led performance in 2025, supported by:
A weaker U.S. dollar
Growing uncertainty around U.S. fiscal sustainability
Shifting commodity supply–demand dynamics
Emerging markets and developed international equities outperformed U.S. assets, while traditional defensives delivered more modest returns.
Looking ahead to 2026
If 2025 was shaped by currency moves and concentration risk, what will define asset performance in 2026?
A reversal—or continuation—of dollar trends?
Broader participation beyond a narrow set of equities?
A new role for real assets in diversified portfolios?
How do you see 2026 shaping up—and which assets do you think will lead?
48For long-term capital, planning is not optional—and it shouldn’t be reserved for large institutions alone.
Research compiled by FactSet and long-term portfolio studies show that approximately 85–90% of long-term return variability is explained by asset allocation and portfolio structure, while tactical decisions and individual security selection account for a much smaller share of outcomes over full market cycles.
The role of the advisor is evolving—from product selection to framework delivery.
At Seaview Investment Managers, we believe the strongest relationships are built when institutional-grade planning becomes accessible, consistent, and repeatable.
2026 is not about predicting markets.
It’s about planning with intention.
——
2026 ha comenzado. La planificación es más importante que nunca.
Para el capital de largo plazo, la planificación no es opcional —y no solo deben hacerla las grandes instituciones.
Estudios recopilados por FactSet muestran que aproximadamente entre el 85% y el 90% de la variabilidad de los retornos en el largo plazo se explica por la asignación de activos y la estructura del portafolio, mientras que las decisiones tácticas y la selección individual de activos explican una proporción significativamente menor de los resultados a lo largo de ciclos completos de mercado.
El rol del asesor está evolucionando: de la selección de productos
48
Seaview Annual Outlook 2026
From Cultivation to Extraction
After years of transformation and heavy capital deployment, markets are entering a new phase.
2026 is no longer about what is being built — but about what can be produced from what already exists.
Growth alone is not enough. Execution, efficiency, and real outcomes matter.
Our 2026 Outlook is framed through The Olive Cycle:
years of cultivation precedes harvest — and value ultimately depends on timing, pressure, and selection. Not every investment delivers durable results, and dispersion is rising.
Inside the report, we highlight four forces reshaping investment outcomes in 2026:
• From AI deployment to AI productivity — when promise turns into measurable returns
• Infrastructure, energy, and physical constraints — the real limits to scale
• Capital discipline as a structural advantage — where execution separates winners from laggards
• Rising dispersion — creating opportunity for selective and decisive investors
From Cultivation to Extraction is our framework for navigating a market where outcomes — not narratives — define value.
The Seaview Annual Outlook 2026 is available in English and Spanish.
👉 Read the full Outlook here: www.seaviewim.com/outlooks
#SeaviewOutlook2026 #TheOliveCycle #CapitalDiscipline #AIProductivity GlobalMarkets
8 months ago
Chart of the Week | How 2025 Ended
Overall, international equities and precious metals led performance in 2025, supported by:
A weaker U.S. dollar
Growing uncertainty around U.S. fiscal sustainability
Shifting commodity supply–demand dynamics
Emerging markets and developed international equities outperformed U.S. assets, while traditional defensives delivered more modest returns.
Looking ahead to 2026
If 2025 was shaped by currency moves and concentration risk, what will define asset performance in 2026?
A reversal—or continuation—of dollar trends?
Broader participation beyond a narrow set of equities?
A new role for real assets in diversified portfolios?
How do you see 2026 shaping up—and which assets do you think will lead?
8 months ago
2026 has begun. Planning matters more than ever.
For long-term capital, planning is not optional—and it shouldn’t be reserved for large institutions alone.
Research compiled by FactSet and long-term portfolio studies show that approximately 85–90% of long-term return variability is explained by asset allocation and portfolio structure, while tactical decisions and individual security selection account for a much smaller share of outcomes over full market cycles.
The role of the advisor is evolving—from product selection to framework delivery.
At Seaview Investment Managers, we believe the strongest relationships are built when institutional-grade planning becomes accessible, consistent, and repeatable.
2026 is not about predicting markets.
It’s about planning with intention.
——
2026 ha comenzado. La planificación es más importante que nunca.
Para el capital de largo plazo, la planificación no es opcional —y no solo deben hacerla las grandes instituciones.
Estudios recopilados por FactSet muestran que aproximadamente entre el 85% y el 90% de la variabilidad de los retornos en el largo plazo se explica por la asignación de activos y la estructura del portafolio, mientras que las decisiones tácticas y la selección individual de activos explican una proporción significativamente menor de los resultados a lo largo de ciclos completos de mercado.
El rol del asesor está evolucionando: de la selección de productos
8 months ago