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2026

THINK DIFFERENTLY

THINK DIFFERENTLY

Executive Summary Market review Markets recovered as geopolitical fears eased. De-escalation in the US–Iran conflict and lower oil prices helped restore risk appetite after a volatile start to the quarter....
Market Commentary June 2026

Market Commentary June 2026

May extended April’s recovery, with Artificial Intelligence (AI) becoming the dominant market driver as strong technology earnings and guidance renewed confidence in the AI investment cycle.
Market Commentary May 2026

Market Commentary May 2026

April delivered one of the strongest market recoveries, as easing geopolitical tensions sparked a relief rally that earnings quickly gave weight to.
AAAM Q2 Commentary 2026

AAAM Q2 Commentary 2026

Q1 saw a shift from orderly rotation to a broader risk-off environment, with rising equity-bond correlation challenging traditional diversification.