In this week’s GVA Market Insights, our Asset Management team dissects the latest stock market rally: Markets rebound despite early volatility: Equities have surged to all-time highs following a turbulent quarter, as investors look past geopolitical tensions and easing oil prices support sentiment. Broad-based rally with rising retail influence: April gains have been strong across sectors and regions, fueled by AI-driven optimism …
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After what has been another difficult first few months of the year for the second year in a row (remember the Liberation Day tariffs around this very same time last year?), the U.S. stock market is once again in bloom.
The first quarter of 2026 came to a close last week, and it played out in two distinct acts. The quarter opened with momentum. The music was playing and people were dancing. The record may have been a little quieter and starting to skip, but nobody was reaching for the needle. The S&P 500 touched 7,000 for the first time …
t has been a tough start to 2026 for financial markets to say the least. And following three years of relentless, tech fueled US stock market upside, many are now increasingly wondering whether the orange dancing in the eyes of investors for so long is finally starting to extinguish. With so much turbulence, volatility and uncertainty in today’s market, where the hell are we supposed to go?
In this week’s GVA Market Insights, our Asset Management team deep dives into the crisis in the Middle East.
“Come you masters of war, You that build the big guns, You that build the death planes, You that build all the bombs, You that hide behind walls, You that hide behind desks, I just want you to know, I can see through your masks” –Masters of War, Bob Dylan, 1963 Financial markets are transfixed by war. On Saturday, February 28, the United States and Israel …
“Summer nights and long warm days , Are stolen as the old moon falls, And my mirror shows another face, Another place to hide it all” –Seasons, Chris Cornell, 1992 The party is over. After a three-year rager in the technology sector fueled by a mosh pit of Artificial Intelligence (AI) euphoria, the long overdue hangover is now setting in. The AI …
Over the weekend, the United States and Israel launched Operation Epic Fury, which involved hundreds of U.S. and Israeli aircraft performing strikes on key military and nuclear sites.
The Supreme Court ruled that President Trump cannot unilaterally impose broad tariffs under IEEPA. Trump delivered the State of the Union, and the AI boom is not fading; it’s just rotating.
The game has changed once again. At one time, many decades ago, we operated in a Cold War world defined by spheres of influence.
