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Market Commentary June 2026

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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.

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Executive Summary Market review Markets recovered as geopolitical fears eased. De-escalation in the US–Iran conflict and lower oil prices helped...

Market Commentary May 2026

April delivered one of the strongest market recoveries, as easing geopolitical tensions sparked a relief rally that earnings quickly gave...

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.