Strategic outlooks, insights, and news keeping you informed.
Explore our latest perspectives with insights and updates from our professionals, along with news and headlines featuring Bridgehampton.
Technology Market Commentary
February 12, 2026: Recent turbulence in the US technology sector highlights the contrasting fortunes of different tech industries and companies. Our most recent market update reviews sector performance, the impact of AI and what lies ahead.
Technology Market Commentary
February 12, 2026: Recent turbulence in the US technology sector highlights the contrasting fortunes of different tech industries and companies. Our most recent market update reviews sector performance, the impact of AI and what lies ahead.
October 2025 Investor Memo
October 2025: With AI as the dominant theme of the quarter, our discussion focuses on infrastructure, demand, “bubble” talk, and how we are positioning ourselves for the future given a range of non-consensus outcomes related to market leaders.
October 2025 Investor Memo
October 2025: With AI as the dominant theme of the quarter, our discussion focuses on infrastructure, demand, “bubble” talk, and how we are positioning ourselves for the future given a range of non-consensus outcomes related to market leaders.
August 2025 Investor Memo
August 2025: A broad view of equity markets throughout the month offers striking contrasts in investor sentiment and sets up investors for a potential opportunity for portfolio rebalancing.
August 2025 Investor Memo
August 2025: A broad view of equity markets throughout the month offers striking contrasts in investor sentiment and sets up investors for a potential opportunity for portfolio rebalancing.
1Q 2025 Investor Update
April 6, 2025: The Bridgehampton Group discusses a volatile first quarter and their thoughts on how to position expectations moving forward.
1Q 2025 Investor Update
April 6, 2025: The Bridgehampton Group discusses a volatile first quarter and their thoughts on how to position expectations moving forward.
4Q 2024 Investor Update
January 2025: Review our New Year investor memo discussing market expectations for the year ahead.
4Q 2024 Investor Update
January 2025: Review our New Year investor memo discussing market expectations for the year ahead.
U.S. Fixed Income Market Insights
May 28, 2024: Insight into our approach to fixed income portfolio construction along with a discussion of current and potential future opportunities in the markets.
U.S. Fixed Income Market Insights
May 28, 2024: Insight into our approach to fixed income portfolio construction along with a discussion of current and potential future opportunities in the markets.
