Videos

Q1 2026 market commentary video

calendar icon 14 April 2026
time icon 3 minutes
Bridge lit at night with neon pink and purple lighting

Our Chief Investment Officer, William Marshall, shares a recap of Q1 2026.

Watch our video where we give an overview of the key headlines from the first quarter of the year and what this meant for markets, including: 

  • The arrest of the President of Venezuela.
  • Growing concerns that AI could disrupt existing business models, prompting sell‑offs in parts of the technology sector.
  • Ongoing conflict in the Middle East, with implications for the Strait of Hormuz, through which around 20% of the world’s oil and gas supply flows.

Looking ahead, three factors are likely to be particularly influential for markets:

  1. if the ceasefire is successful
  2. the extent of damage to infrastructure
  3. the resulting path of oil prices. 

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