April 2026
Summary
Last month was dominated by a sharp geopolitical escalation in the Middle East, triggering a broad sell-off in equities and bonds, a surge in oil prices, and a flight to the U.S. dollar, while gold unexpectedly declined due to liquidity pressures. Despite heightened recession risks and continued weakness in tech, the outlook emphasizes that market corrections are typically short-lived and may present attractive long-term buying opportunities, particularly in high-quality equities.
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