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...
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
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...
Market Commentary: Mid‑Year Market Check‑In
Good VibrationsBrian Wilson and Mike Love (1966)...
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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
“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
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
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 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
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