Capital Markets Review – Q1 2026

Welcome to another video edition of our Capital Markets Review

Capital Markets Review

First Quarter 2026

Welcome to our Capital Markets Review for the First Quarter of 2026.

Markets have been noisy this quarter, and we want to make sure you have the context you need. Our latest Capital Markets Review is ready when you are.

Contained in this edition:

• How portfolios navigated a turbulent start to the year amid a shifting geopolitical landscape and heightened uncertainty
• Evolving economic trends, including higher oil prices, inflation pressures, and what these dynamics may mean for interest rates and monetary policy
• How we have remained active during the quarter, selectively trimming positions where strength created opportunity, while continuing to look for attractive investments as conditions evolve

We hope you find it both informative and reassuring. As always, we are here whenever you need us.

 

With you, for you, for life.

Hamilton Capital

View the Q1 2026 CMR