The Quarterly Outlook: Investment Newsletters

Q1 2026 Newsletter

Early 2026 has presented a familiar pattern of market volatility, with a strong January followed by a challenging March. While geopolitical tension in Iran and rising energy costs have impacted short-term sentiment, the fundamental outlook remains constructive with strengthening corporate earnings and attractive valuations.

In this quarter’s newsletter, we examine the resilience of the global economy and why today's energy landscape differs significantly from the oil shocks of the 1970s.