Feb 2023 Market Commentary with Jeff Thompson

Our CEO Jeff Thompson talks about the current market conditions.
Recorded February 28, 2023

Photo of Jeff

Jeff Thompson

Chief Executive Officer | Portfolio Manager

July 2026 Market Commentary

The market came into the 2nd quarter of 2026 with weakness due to concerns over Trump’s launch of Operation Epic Fury alongside Israel against Iran. In the month of April, global markets experienced a turnaround, resulting in a double-digit return in most of the global equity indices for the 2nd quarter, largely as a result of improving global geopolitical tensions.

April 2026 Market Commentary

The market came into the first quarter of 2026 with some continued strength. However, there was a rotational broadening of the market away from mega cap areas such as the MAG 7 (Amazon, Meta, Nividia, Microsoft, Alphabet, Apple and Tesla)

January 2026 Market Commentary

The financial markets had another strong year in 2025 with most of the major asset classes having a positive year. In addition, most of the broad asset classes closed the year with a strong 4th quarter as well.