Market Commentary

Read the latest market insights by the HUB Investment Research Team.

[Video] Q2 2025 Economic and Market Commentary

Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick recovery. Despite mid-quarter uncertainty, diversified investors saw strong gains by quarter’s end. On April 2, President Trump announced sweeping...

[Video] Q2 2025 Economic and Market Commentary

[Video] Q2 2025 Economic and Market Commentary

Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick recovery. Despite mid-quarter uncertainty, diversified investors saw strong gains by quarter’s end. On April 2, President Trump announced sweeping...

[Video] Q2 2025 Economic and Market Commentary

Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick recovery. Despite mid-quarter uncertainty, diversified investors saw strong gains by quarter’s end. On April 2, President Trump announced sweeping...

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June Market Commentary: Markets Search for Solid Ground

June Market Commentary: Markets Search for Solid Ground

Is “Everything gonna be alright”?Everything’s Gonna be Alright- David Lee Murphy and Kenny Chesney (2018) It would be naïve to think that one month of rallying US stocks would mean that markets are back on track and there is nothing to worry about. Remember that to...

Market Commentary: Staying Steady Amid the Swings

Market Commentary: Staying Steady Amid the Swings

“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in like a lion, out like a lamb.” It is usually associated with the variability of spring time weather but in the case of April’s investment markets, it...

[Video] Q1 2025 Economic and Market Commentary

[Video] Q1 2025 Economic and Market Commentary

As we closed the first quarter of 2025, investors were met with a stark change in tone from the high-growth environment of the past two years. Rising volatility, shifting trade policies, and renewed concerns about recession created a market defined by uncertainty—and...

Tariffs, Turbulence, and the Power of Diversification

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

Market Commentary: A Matter of Perspective

“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning, spinning ‘round and ‘round and upside down”- Upside Down by Jack Johnson (2006) In thinking about the investment markets over the last month and for...

March Market Commentary: Turbulence and Policy Uncertainty in Early 2025

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...

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

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