Summit Puri

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.

Oil prices surging above $100 and the rapid evolution of AI are driving one of the most significant sector rotations in recent years. Discover how energy, technology, and defensive sectors are reshaping portfolios—and what it means for long-term investors.

Gold and silver have surged to record highs, reigniting investor interest in precious metals. But strong recent returns don’t automatically mean they belong at the center of your portfolio. In this article, we explore what’s driving today’s rally, the historical role of precious metals, and how gold and silver may fit into a diversified, long-term investment strategy.