Q1 2026 felt like déjà vu — markets started strong but turned volatile again. This time, the main driver was geopolitical tension, especially the Iranian conflict, which pushed oil prices above $100 and impacted global growth. As a result, equities declined, tech pulled back due to AI concerns, and energy was one of the few sectors that performed well. The key takeaway is that uncertainty is higher than last year, so investors should focus on diversification and more balanced expectations rather than expecting a quick rebound.
Market Commentary
Read the latest market insights by the HUB Investment Research Team.
Market Commentary: March 2026 Recap
Q1 2026 felt like déjà vu — markets started strong but turned volatile again. This time, the main driver was geopolitical tension, especially the Iranian conflict, which pushed oil prices above $100 and impacted global growth. As a result, equities declined, tech pulled back due to AI concerns, and energy was one of the few sectors that performed well. The key takeaway is that uncertainty is higher than last year, so investors should focus on diversification and more balanced expectations rather than expecting a quick rebound.
Market Commentary: March 2026 Recap
Q1 2026 felt like déjà vu — markets started strong but turned volatile again. This time, the main driver was geopolitical tension, especially the Iranian conflict, which pushed oil prices above $100 and impacted global growth. As a result, equities declined, tech pulled back due to AI concerns, and energy was one of the few sectors that performed well. The key takeaway is that uncertainty is higher than last year, so investors should focus on diversification and more balanced expectations rather than expecting a quick rebound.
Comments on Latest U.S. / Israel Conflict with Iran
Overview The recent conflict that started on...
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Market Commentary: February 2026 Recap
Grimes, featuring HANAWe Appreciate the Power And if you long to never die/Baby, plug in, upload your mind/Come on, you’re not even alive/If you’re not backed up on a drive For a short month, February sure had a lot happen during its 28 days. Investors started the...
Market Commentary: January 2026 Recap
Tenth Avenue Freeze OutBruce SpringsteenTenth Avenue Freeze-Out I’m gonna sit back right easy and laugh / When Scooter and the Big Man bust this city in half / With the Tenth Avenue freeze-out January is often considered the bellwether month for the U.S. stock market....
![[Video] Q4 2025 Economic and Market Commentary](https://hubrpw.com/wp-content/uploads/2026/01/Screenshot-2026-01-26-at-5.37.55 PM.png)
[Video] Q4 2025 Economic and Market Commentary
Economic Deck In this quarterly review, Brian Collins, Chief Investment Officer at HUB Retirement & Private Wealth (HUB RPW), breaks down Q4 2025 performance and looks ahead to what 2026 may bring. Key Highlights: Strong finish to 2025: U.S. and international...
January 2026 Roundtable Summary
HUB Retirement & Private Wealth recently hosted its 2026 Investment Roundtable, a gathering of senior investment professionals from American Century Investments®, Apollo Global Management, and DWS Investment Management. During the Roundtable, the...
Market Commentary: December 2025 Recap
Don’t StopFleetwood MacDon't Stop Don’t stop thinking about tomorrow / Don’t stop, it’ll soon be here December is often a difficult month for many people as they juggle the often-unrealistic expectations of the impending holiday season, the challenges of meeting...
Markets Absorb Geopolitical Shock as Venezuela Events Unfold
On January 3, 2026, the United States executed Operation Absolute Resolve, a large-scale military strike on Venezuela that resulted in the capture of President Nicolás Maduro and his wife, Cilia Flores. The operation involved more than 150 aircraft launching from...
Investment Research Team
Brian Collins
Chief Investment Officer
Daren Alcantar
VP, Investment Strategy & Analytics, Global Retirement Partners
Jay Sanford
Director – Investment Strategy
Cameron Cooke
EVP Investment Consulting
Christopher Wright-Madison
Sr. Analyst, Research Investment
Justin Fisk
Senior Vice President, Investment Services
Tom Phan
Vice President of Investment Strategy
Patrick Maynor
Equity Portfolio Manager
Eric Light
Director of Operations and Trading