This article offers a first-half review of 2026 equity markets, highlighting strong returns amid inflation, oil price pressure, and geopolitical tension. It examines key drivers such as corporate earnings, the economic backdrop, and Federal Reserve policy, along with renewed investor enthusiasm for innovation following SpaceX's public debut, reinforcing the importance of discipline and a long-term investment approach heading into the second half of the year. 

This article provides a recap of first-quarter 2026 market performance, which after a strong start to the year, experienced rising volatility due to the geopolitical tension in Iran. It explores the key themes for the quarter including, rising oil prices, Fed Rate expectations, changes in labor markets, and the sentiment around the “AI trade” theme.

This article provides a recap of third-quarter 2025 market performance, marked by steady gains across major U.S. indices and easing volatility. It examines the key drivers behind the rally—including AI investment, resilient earnings, and a softer Federal Reserve stance—while outlining the factors that could shape investor sentiment heading into the final quarter of the year.  

This article offers a midyear review of 2025 equity markets, highlighting strong returns amid rising volatility. It examines key drivers such as corporate earnings, inflation trends, and policy developments, reinforcing the importance of diversification and a long-term investment approach.

This article offers a detailed recap of April 2025’s equity market activity, highlighting the month’s sharp swings, strong economic data, and better-than-expected corporate earnings. It underscores the difficulty of market timing and reinforces the importance of staying invested during periods of volatility.