All Posts

Equity markets traded higher throughout the quarter, with most of the advance coming in April as stocks rebounded from their late-March lows.

Two themes have defined markets this year - Geopolitical uncertainty and its effect on trade, and the unprecedented capital spending on Artificial Intelligence.

A powerful Q1 market rotation rewarded diversified investors, as small-caps and value stocks resisted volatility caused by surging oil prices and shifting interest rate expectations.