In this Q1 2026 market recap, Chief Operating Officer & Co-Chief Investment Officer Summit Puri breaks down the impact of geopolitical tensions, rising oil prices, and economic uncertainty on global markets—and what it means for long-term investors.

Interest rates influence everything from borrowing costs to bond prices and stock valuations. Understanding how Federal Reserve rate changes ripple through the economy can help investors stay disciplined and focused on long-term financial goals.

With the Federal Reserve’s recent announcement that is will drop interest rates, many investors are asking how a rate change could impact their portfolios. One of the most important — yet often misunderstood — relationships in finance is that between interest rates and bond prices. In this article, we’ll break down how they interact and why changes in rates can directly affect the value of your bond holdings.

It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...