Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the "Focused Equity Strategy." The letter can be downloaded here. The Focused Equity Strategy returned 8.9% gross and 8.7% net in Q3, amid a dynamic investment environment driven by AI infrastructure development. Following an initial surge, technology stocks experienced a sharp correction but rebounded towards the quarter's end, supported by strong earnings reports from key players in data centers and AI. However, rising interest rates and inflationary pressures, exacerbated by geopolitical tensions and high oil prices, prompted central banks to raise base rates.
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