Weekly Market Briefings
A concise overview of global markets every week. Coverage includes macro drivers, currency shifts, bond and equity sentiment.
Market Insight Notes
Deep-dive analysis into long term trends, investment themes, and portfolio strategy curated by TAM’s research team.
The investment environment has shifted meaningfully following the events of the first quarter of 2026. As we move into the second quarter, markets remain sensitive to both geopolitical developments and policy expectations.
The first quarter of 2026 was dominated by a sharp change in market leadership. Entering the year, investors were still leaning into the themes that had driven markets higher through late 2025, particularly US mega cap growth and AI-related optimism.