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Insights

08 Apr 2026

MARKETS IN A NUTSHELL — FOR MARCH 2026

March was a reminder of how quickly market optimism can unravel. The beginning of the month was defined by hopes that inflation had been tamed and would start to fall. But by mid-March, the escalation of the…

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07 Apr 2026

MARKETS IN A NUTSHELL — FOR MARCH 2026

Investors began March assuming that the rich world had slain the inflation beast and interest rates would continue to trend lower. By the Ides they were confronting a rather older problem: the consequences of war in…

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