Research Notes

Monthly market commentary from Ryan Lemand, Founder and CEO of the Neovision Group. Each note is published as a downloadable PDF for institutional and professional audiences.

Latest

14 May 2026 — US Markets at the AI Inflection Point
Euphoria, energy and the coming volatility regime.
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About the series

Research Notes are published monthly and address current developments in capital markets, asset allocation and macro conditions relevant to institutional and professional investors. The notes are produced by the Neovision Group and reflect the views of the author at the date of publication. They do not constitute investment advice.