What themes are shaping markets right now?

Investors are watching inflation progress, central-bank policy, geopolitical risks and the relationship between stocks and Treasuries.

How can portfolios stay resilient?

Favor quality balance sheets, maintain diversification across regions and asset classes, and rebalance to targets rather than headlines.

What’s the role of Treasuries today?

Higher yields change the stock-bond dynamic. Treasuries can again contribute income and act as a ballast in certain risk-off periods.

What should long-term investors focus on?

Fundamentals and discipline—matching risk to goals, keeping liquidity for needs, and avoiding reactive moves during volatile spells.

Market Update: Resilience Amid Uncertainty

Back to Insights

Market Update: Resilience Amid Uncertainty

Chief Investment Officer Joseph “JP” Powers discusses market rebounds, global risks and the evolving role of Treasuries.

Join JP as he unpacks the market’s recovery, the impact of geopolitical tensions and what rising oil prices mean for inflation and interest rates. Discover how the shifting relationship between stocks and Treasuries is influencing portfolios. Learn why diversified strategies remain crucial and why now is an important time to connect with your advisor.