Advisors’ Bulletin
Get expert insights into investments and the world market.
Market Review – April 2026
Executive Summary April 2026 was a study in markets looking through geopolitical noise to focus on fundamentals. Despite the Strait of Hormuz remaining severely disrupted, Brent crude pushing back above $110 per barrel, and ceasefire negotiations breaking down repeatedly, global equities staged one of the most powerful risk-on rallies in years. The S&P 500 and Nasdaq closed […]
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Market Review – March 2026
Executive Summary March 2026 saw the intensification of the U.S./Israel-Iran military conflict, that began in late February with Operation Epic Fury. The Strait of Hormuz was effectively closed following Iranian defensive operations, producing the most severe oil price shock since the 2022 Russia Ukraine invasion. While markets had rotated defensively in February, March saw broader sector pressure […]
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Market Review – February 2026
Executive Summary February 2026 was defined by geopolitical tension between the U.S. and Iran. Markets shifted to a defensive posture as capital moved from U.S. technology stocks toward international markets and traditional industries. This transition was triggered by the “AI Scare Trade,” where investors sold software and cybersecurity equities on fears that Anthropic’s Claude and similar tools […]
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Market Review – January 2026
Executive Summary January 2026 saw a rotation in global leadership as U.S. large caps trailed both international counterparts and small caps. Fixed income markets grappled with the impact of expansionary policy measures, such as the “One Big Beautiful Bill Act” and heightened Japanese fiscal spending, which pushed yields higher. While the U.S. macro environment held […]
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Market Summary – December 2025
Choppy Year-End Trading Amid Macro Uncertainty December 2025 saw global financial markets conclude the year with mixed butresilient performance. U.S. equity benchmarks ended largely flat after early gainsfaded into year-end holiday trading, while international markets outperformed theirU.S. peers for the first time in several years. Central bank policy shifts, particularly inthe U.S. and UK, remained […]
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Monthly Market Wrap – November 2025
Resilience Amid Shifting Leadership November 2025 was a month characterized by resilience and a notable shift in market leadership, ultimately extending the overall equity market gains for the year. After a brief wobble early in the month, the market regained momentum, benefiting from supportive economic fundamentals, fading recession fears, and the expectation of continued monetary […]
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Global Market Wrap – October 2025
1. Global growth & policy environment Key themes 2. Equities Performance snapshot October 2025 Drivers & risks Outlook 3. Fixed Income Market context Key metrics & insights Outlook 4. Gold & Commodities Gold Crude Oil & Energy Asset Class Approx. October Return* Oct Allocation View Equities (Global) +2-5% (US S&P ~2.3%)) Overweight Fixed Income (Global) […]
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