Insights

Financial market volatility resurfaced in July as investors contemplated an environment dominated by geopolitical headwinds, renewed trade tensions, and fading enthusiasm around the artificial intelligence (AI) trade.

Investor sentiment thrived in April even in the wake of an erratic geopolitical backdrop that has stoked fears of stagflation.

The first quarter ended on a subdued note. Investor sentiment retreated as the US-Iran conflict fanned the flames of geopolitical turmoil across the globe and sparked wild swings across financial markets.

Financial markets got off to a solid start to 2026, despite an array of developments on the geopolitical and policy fronts.

The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market.