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

Jeff Thompson
Chief Executive Officer | Portfolio Manager
Our CEO Jeff Thompson talks about the current market conditions.
Recorded February 28, 2023

Chief Executive Officer | Portfolio Manager
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.
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)
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.
Risk assets have continued their historic run in the face of high valuations, a government shutdown and uncertain policy.