Q2 2026 Market Commentary

As we move through the second half of 2026, geopolitical risk remains one of the most significant factors influencing global capital markets. At the same time, positive investor sentiment and the fear of missing out (FOMO) have helped drive equity markets into...

Q1 2026 Market Commentary

As we moved through the first quarter of 2026, there was a growing sense of familiarity in how investors reacted to geopolitical developments. Last year included periods of heightened volatility, highlighted by Liberation Day and the experience of record “free fall,”...