Economic Outlook

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.

Rising tensions between Israel and Iran have led to market volatility and energy price swings. While geopolitical events can cause short-term disruption, history shows markets typically recover. Investors should avoid overreacting and stay focused on long-term goals. U.S. energy independence helps buffer economic risks, and diversified portfolios remain the best defense in uncertain times.