Market Commentary

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

Market Commentary: October 2025 Recap

Mark Tremonti and Scott Stapp (1999) Higher The end of October is an interesting time for many. Those who love the fall season are drawn to the changing colors and crispness of the autumn air. For others, it is a time of transition towards winter and an awareness that...

Market Commentary: October 2025 Recap

Market Commentary: October 2025 Recap

Mark Tremonti and Scott Stapp (1999) Higher The end of October is an interesting time for many. Those who love the fall season are drawn to the changing colors and crispness of the autumn air. For others, it is a time of transition towards winter and an awareness that...

Market Commentary: October 2025 Recap

Mark Tremonti and Scott Stapp (1999) Higher The end of October is an interesting time for many. Those who love the fall season are drawn to the changing colors and crispness of the autumn air. For others, it is a time of transition towards winter and an awareness that...

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Market Commentary: September 2025 Recap

Market Commentary: September 2025 Recap

‘Cause, everything’s right / So just hold tightThis crazy world / It turns, it turnsEverything’s RightPhish Back in June, the song for the Q2 commentary was the Beach Boys “Good Vibrations”, appropriate given the strong finish to the quarter after the brief Tariff...

Market Commentary: August 2025 Recap

Market Commentary: August 2025 Recap

Good TimeNiko Moon We just tryna catch a good time /Even if it takes all night With Labor Day falling on September 1st this year, it seems like Summer 2025 was shorter than it should be. Yes it was the same number of days as always, but it just seems shorter. Maybe it...

Market Commentary: July 2025 Recap

Market Commentary: July 2025 Recap

Going, Going, GoneLuke Combs Like the changing of the seasons /Good things, they come and then they go The end of July brought Lollapalooza weekend to Chicago.  A four-day music festival that welcomes bands with names such as Barry Can’t Swim, Zinadelphia, and Still...

[Video] Q2 2025 Economic and Market Commentary

[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

Market Commentary: Mid‑Year Market Check‑In

Good VibrationsBrian Wilson and Mike Love (1966) When Brian Wilson, the genius behind the music of the Beach Boys, passed away in June there were numerous retrospectives about his many talents, including his ability to create musical orchestrations that produced so...

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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