Market Commentary

Read the latest market insights by the HUB Investment Research Team.

Market Commentary: August 2025 Recap

Good TimeNiko Moon We just tryna catch a good time /Even if it takes all night With Labor Day falling on September 1st this year, it seems like Summer 2025 was shorter than it should be. Yes it was the same number of days as always, but it just seems shorter. Maybe it...

Market Commentary: August 2025 Recap

Market Commentary: August 2025 Recap

Good TimeNiko Moon We just tryna catch a good time /Even if it takes all night With Labor Day falling on September 1st this year, it seems like Summer 2025 was shorter than it should be. Yes it was the same number of days as always, but it just seems shorter. Maybe it...

Market Commentary: August 2025 Recap

Good TimeNiko Moon We just tryna catch a good time /Even if it takes all night With Labor Day falling on September 1st this year, it seems like Summer 2025 was shorter than it should be. Yes it was the same number of days as always, but it just seems shorter. Maybe it...

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[Video] Q1 2025 Economic and Market Commentary

[Video] Q1 2025 Economic and Market Commentary

As we closed the first quarter of 2025, investors were met with a stark change in tone from the high-growth environment of the past two years. Rising volatility, shifting trade policies, and renewed concerns about recession created a market defined by uncertainty—and...

Tariffs, Turbulence, and the Power of Diversification

Tariffs, Turbulence, and the Power of Diversification

As expected, investment markets around the world responded to yesterday’s announcement by President Trump that new tariffs would be levied against all products imported into the US. The reactions across equity markets have largely been negative as investors and others...

Market Commentary: A Matter of Perspective

Market Commentary: A Matter of Perspective

“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning, spinning ‘round and ‘round and upside down”- Upside Down by Jack Johnson (2006) In thinking about the investment markets over the last month and for...

March Market Commentary: Turbulence and Policy Uncertainty in Early 2025

March Market Commentary: Turbulence and Policy Uncertainty in Early 2025

Investment markets in the last three weeks have experienced heightened levels of volatility and reversals caused by multiple factors including the Trump administrations’ aggressive actions on tariffs and trade matters; the shift in foreign policy, particularly related...

February Market Commentary: A New Administration Gets Down to Business

February Market Commentary: A New Administration Gets Down to Business

A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires [1]. The new administration got underway with a lot of sound and fury, particularly around...

Investment Research Team

Brian Collins

Chief Investment Officer

Daren Alcantar

VP, Investment Strategy & Analytics, Global Retirement Partners

Jay Sanford

Director – Investment Strategy

Cameron Cooke

EVP Investment Consulting

Christopher Wright-Madison

Sr. Analyst, Research Investment

Justin Fisk

Senior Vice President, Investment Services

Tom Phan

Vice President of Investment Strategy

Patrick Maynor

Equity Portfolio Manager

Eric Light

Director of Operations and Trading

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