Markets entered 2026 with momentum still intact before geopolitical developments and a sharp rise in energy prices triggered renewed volatility in March. In our Q1 2026 Market Review & Outlook, Sigma Private Office’s Investment Committee assesses recent market movements, the implications of rising geopolitical risk and energy shocks, and why maintaining discipline and perspective remains critical for long‑term investors.
Within our Q4 Market Review & Outlook, our Investment Committee provides a concise year-in-review of 2025, unpacking the key drivers behind returns across sectors and major asset classes. Looking ahead, the team sets out our 2026 outlook for steady growth and moderating inflation alongside a more measured easing cycle and outlines the core considerations and risks likely to shape markets over the coming year. The review concludes with a dedicated deep dive on the AI “bubble” debate, setting out the key indicators we monitor to assess whether excesses are building.
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