Global equity markets recovered strongly during the second quarter, reversing the weakness seen during the March sell-off. The recovery was driven by a combination of lower energy risk, resilient economic data, improving earnings expectations and a significant improvement in investor sentiment.
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.
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