Market Commentaries | January 16, 2026
Q1 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.
The global economy held surprisingly firm in 2025 even in the wake of erratic and disruptive policies from the US administration. While trade measures announced in April proved less severe than expected, a surge in AI investment and synchronized monetary policy easing provided support.
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Investor sentiment thrived in April even in the wake of an erratic geopolitical backdrop that has stoked fears of stagflation.
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Q2 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.