As expected, investment markets around the world responded to yesterday’s announcement by President Trump that new tariffs would be levied against all products imported into the US. The reactions across equity markets have largely been negative as investors and others...
Market Commentary
Read the latest market insights by the HUB Investment Research Team.
Tariffs, Turbulence, and the Power of Diversification
As expected, investment markets around the world responded to yesterday’s announcement by President Trump that new tariffs would be levied against all products imported into the US. The reactions across equity markets have largely been negative as investors and others...
Tariffs, Turbulence, and the Power of Diversification
As expected, investment markets around the world responded to yesterday’s announcement by President Trump that new tariffs would be levied against all products imported into the US. The reactions across equity markets have largely been negative as investors and others...
Market Commentary: A Matter of Perspective
“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it...
Sign up for email updates
Subscribe to receive insights from our team delivered to your inbox once a month.
March Market Commentary: Turbulence and Policy Uncertainty in Early 2025
Investment markets in the last three weeks have experienced heightened levels of volatility and reversals caused by multiple factors including the Trump administrations’ aggressive actions on tariffs and trade matters; the shift in foreign policy, particularly related...
February Market Commentary: A New Administration Gets Down to Business
A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires [1]. The new administration got underway with a lot of sound and fury, particularly around...
2025 Roundtable Summary
January Market Commentary: Seems Like Old Times?
Seems Like Old Times? December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of office with the president’s party...
December Market Commentary: A New Regime Comes Into Focus
A New Regime Comes Into Focus November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming government is not a surprise, and the emphasis is likely to be...
November Market Commentary: A Historic Election Removes Some Uncertainty
A Historic Election Removes Some Uncertainty October Recap and November Outlook An election season with several twists and turns came to a clear end with the decisive reelection of President Donald Trump. The received wisdom is that the financial markets hate...
Investment Research Team
Brian Collins
Chief Investment Officer
Daren Alcantar
VP, Investment Strategy & Analytics, Global Retirement Partners
Jay Sanford
Director – Investment Strategy
Tom Phan
Vice President of Investment Strategy
Patrick Maynor
Equity Portfolio Manager
Eric Light
Director of Operations and Trading