Market Commentary

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

Market Commentary: Staying Steady Amid the Swings

April’s markets reflected a classic case of short-term volatility amid long-term uncertainty, with U.S. stocks dipping slightly while international equities and bonds offered relative stability. As Van Morrison sang, “there’ll be days like this,” reminding investors to stay the course when markets feel uncertain.

Market Commentary: Staying Steady Amid the Swings

Market Commentary: Staying Steady Amid the Swings

April’s markets reflected a classic case of short-term volatility amid long-term uncertainty, with U.S. stocks dipping slightly while international equities and bonds offered relative stability. As Van Morrison sang, “there’ll be days like this,” reminding investors to stay the course when markets feel uncertain.

Market Commentary: Staying Steady Amid the Swings

April’s markets reflected a classic case of short-term volatility amid long-term uncertainty, with U.S. stocks dipping slightly while international equities and bonds offered relative stability. As Van Morrison sang, “there’ll be days like this,” reminding investors to stay the course when markets feel uncertain.

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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...

February Market Commentary: A New Administration Gets Down to Business

February Market Commentary: A New Administration Gets Down to Business

A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires [1]. The new administration got underway with a lot of sound and fury, particularly around...

January Market Commentary: Seems Like Old Times?

January Market Commentary: Seems Like Old Times?

Seems Like Old Times? December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of office with the president’s party...

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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