May 2026 Market Recap: Fed Transition Underway
Global markets moved higher in May, driven by strong earnings and continued enthusiasm surrounding AI. At the same time, Kevin Warsh stepped in as Fed Chair during a challenging period marked by persistent inflation and moderating growth. The Fed now faces a delicate balancing act as it navigates competing economic pressures and shifting market expectations.
April 2026 Market Recap: Strong Earnings Drive Global Equity Rally & Diversification Benefits
April 2026 marked a powerful recovery in global markets, fueled by the strongest corporate earnings growth in nearly five years. With mega-cap technology leading the charge and international and emerging markets outperforming, diversification proved critical. Here’s what investors need to know moving forward.
April 2026 Market Outlook: Q1 Performance, Bond Yields, and Investment Opportunities
In this video, Ben Hockema reviews Q1 2026 market performance, bond yield shifts, and the impact of global events, along with key investment opportunities for the months ahead.
Strait of Hormuz Closure & Market Impact
Global markets pulled back in March 2026 as the ongoing Iran conflict and closure of the Strait of Hormuz fueled inflation fears and rising energy prices. While U.S. equities, particularly technology, faced sharp declines, value stocks and international markets showed resilience. Despite near-term volatility, economic fundamentals remain strong, supporting cautious optimism for resolution and recovery.
2026 Investment Outlook: Managing Risk and Opportunity in an AI-Driven Market
This Investment Review and Outlook examines the forces shaping markets as we head into 2026, including elevated valuations, shifting interest rates, and the growing influence of artificial intelligence. While return expectations have moderated, opportunities remain across high-quality fixed income, select global equities, and alternatives. With portfolios largely well positioned, the year ahead favors disciplined risk management, measured exposure to AI, and thoughtful adjustments rather than sweeping change.
What Volatility and Valuations Are Telling Investors
After a strong October rally, November markets took a breath. Volatility resurfaced, leadership shifted, and investors were reminded that strong returns often come with periods of uncertainty. As we approach year-end, the focus remains on staying diversified, managing risk, and maintaining a long-term perspective.
Higher Highs: What All-Time Market Records Really Mean for Investors
The rally continues as earnings growth, AI enthusiasm, and Fed rate cuts push markets to new highs. But record prices tell only part of the story. Explore how valuations, concentration, and macro trends shape what “higher highs” really mean for long-term investors in this October 2025 market update.
October 2025 Investment Review & Outlook (Video)
Ben’s quarterly review highlights big wins for gold and small-cap stocks, record highs in the markets, and a mix of reasons to stay cautious — and optimistic. With strong earnings, low sentiment, and Fed support, we see plenty of opportunity ahead for long-term investors.