1Q 2026 Market Review & Outlook

In our first quarter update, CIO David Romhilt breaks down a volatile start to the year marked by geopolitical shocks, shifting market leadership, and evolving expectations for rates and inflation.

From the pullback in mega-cap tech to the resurgence in energy and commodities, David shares key takeaways from the quarter, along with our outlook for 2026—including implications for portfolios, private credit, and global markets.

Watch the webcast and read the full letter below.