April 2026 Market Recap: From Geopolitics to Growth
April was a powerful reminder of how quickly market narratives can shift. What began as a month dominated by geopolitical uncertainty ultimately transitioned into a strong, risk-on rally driven by earnings, AI momentum, and shifting expectations around monetary policy. A Historic Month for Equities...
By Justin Lowry
March 2026 Market Recap: Geopolitics, Inflation, and the Return of Macro Risk
March was a reminder that markets don’t move in a vacuum. After a relatively stable start to the year, equities pulled back meaningfully as geopolitical tensions escalated and macro uncertainty re-entered the picture in a very real way. Market Overview • The S&P 500 declined approximately -4.35% du...
By Justin Lowry
February Market Recap: Inflation, Tariffs, and the Return of Geopolitical Risk
Following a strong start to the year in January, markets encountered a bit more volatility in February. The S&P 500 declined approximately -0.76% (returns per Bloomberg), while fixed income provided ballast with the Bloomberg U.S. Aggregate Index finishing the month up 1.64% (returns per Bloomberg)....
By Justin Lowry
Strong Start but Uncertainty Looms
January delivered a solid start to the year for financial markets. Equities posted gains, economic data remained resilient, and enthusiasm around artificial intelligence continued to support key growth sectors. At the same time, outlook for leadership at the Federal Reserve, renewed geopolitical ten...
By Justin Lowry
December Market Recap: Flat Returns, Strong Year, and Why Scenario Planning Matters
December was a fitting finish to a year that tested investor patience, challenged assumptions, and ultimately rewarded discipline. While the final month of 2025 delivered muted returns, the broader year reinforced an important theme: macro outcomes like inflation, growth, and Fed policy are driving ...
By Justin Lowry
Navigating Steady Gains, Shifting Signals, and the Early Stages of AI Growth
After what we believe to be an uncharacteristically strong September, markets entered October with potentially renewed momentum and a sense of cautious optimism. Both equities and bonds delivered modest but meaningful gains as investors recalibrated expectations around inflation, monetary policy, an...
By Artha