Market Commentary

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

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...

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...

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August Market Commentary – The Sunny Side of the Street?

August Market Commentary – The Sunny Side of the Street?

July Recap and August Outlook Data releases in July told a story of a stronger-than-expected economy, with headline CPI falling and the labor market remaining robust. The doom-and-gloom scenario of an all-but-inevitable recession seemed to be replaced by something...

July Market Commentary – The Fed Takes a Micro-Holiday

July Market Commentary – The Fed Takes a Micro-Holiday

June Recap and July Outlook The Fed finally hit “pause” on interest rate increases in June after fifteen months and ten consecutive rate hikes. The “dot-plot” indicated that Fed officials think two further increases may be necessary in 2023, and it’s become clear that...

May Market Commentary – The End of a Fed Cycle?

May Market Commentary – The End of a Fed Cycle?

April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that some additional policy firming may be appropriate” for the...

March Market Commentary – Why Aren’t Rate Hikes Working?

March Market Commentary – Why Aren’t Rate Hikes Working?

February Recap and March Outlook If there's an aphorism for February that you could embroider on a pillow, it would be, "The more things change, the more they remain the same." Markets appear to have finally started taking Federal Reserve Chairman Jerome Powell's...

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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