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.
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Overview The recent conflict that started on...
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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