Market Commentary

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

[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...

[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...

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December Market Commentary:  A New Regime Comes Into Focus

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...

October Market Commentary A Volatile Start to the End of the Year?

October Market Commentary A Volatile Start to the End of the Year?

A Volatile Start to the End of the Year?  September Recap and October Outlook  September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed higher than last month, at 16.73, up from 15.00....

September Market Commentary The Finish Line or the Starting Gate?

September Market Commentary The Finish Line or the Starting Gate?

The Finish Line or the Starting Gate?   August Recap and September Outlook As summer ends and September continues, attention is focused on the long-anticipated change in the Fed’s monetary policy, from holding rates steady to returning rates to lower levels. July and...

August Market Commentary  Too Late, Again?

August Market Commentary Too Late, Again?

August Market Commentary Too Late, Again? July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and safely guiding the economy to a place where inflation is coming down and growth is holding off...

July Market Commentary  A Disinflationary Trend Re-emerges

July Market Commentary A Disinflationary Trend Re-emerges

June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple rate cuts in 2024 to potentially only one rate cut later in the year. However, positive data around inflation and labor markets appears to have...

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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