Getty Images Iran tensions have pushed both oil prices and market volatility higher, but stocks have clawed back every point lost during the conflict. Brad Simpson, Chief Wealth Strategist, TD Wealth maps three scenarios for energy prices and breaks down what the rapid sentiment rebound is really signaling. Transcript Greg Bonnell - Equities have recovered the ground they lost due to the Middle Ea...
Getty Images Iran tensions have pushed both oil prices and market volatility higher, but stocks have clawed back every point lost during the conflict. Brad Simpson, Chief Wealth Strategist, TD Wealth maps three scenarios for energy prices and breaks down what the rapid sentiment rebound is really signaling. Transcript Greg Bonnell - Equities have recovered the ground they lost due to the Middle East conflict. But should investors be expecting a choppy ride ahead, or can markets expect to show us some more resiliency? There's a lot going on there. Brad Simpson, Chief Wealth Strategist, TD Wealth, always great to have you in the studio, my friend. Brad Simpson - Great to be here. Greg Bonnell - I was just sitting -- and from a layman's perspective, I was just watching the action of the past month. There's this trigger event. It starts in Washington in terms of some sort of policy. And it just reminded me of last year. There was a trigger event. And what happened a month later in April - policy, the market sold off, and the markets regained almost in short order. How should we be reading this market? Brad Simpson - Actually, no, I think that's a really great tie-in, actually, between the two. If you look at Liberation Day, maybe one of the most astonishing things was that the surprise of what was being implemented and then the correction occurred. It's kind of like it was telegraphed. And then you fast-forward to here, and you've got two aircraft carriers sitting outside of Iran. The Polymarkets had it at 68% that by the end of March, there was going to be some sort of either escalation of some sort into Iran by the United States and Israel. So I think the starting point of that was, unlike Liberation Day, I think we really looked at the market reaction to it. I would say the market has been remarkably resilient. Forget that. Let's go to the lows of this market and say, you're -- if you wanted to find the perfect day of the trade from top to bottom on the S&P 500, you ...
primeimages/E+ via Getty Images Portfolio Management Michael A. Cirami, CFA Portfolio Manager Sarah C. Orvin, CFA Portfolio Manager Performance Discussion The portfolio trended higher for Q1, outperforming the J.P. Morgan EMB Hard Currency/Local Currency 50/50 Index for the period. Exhibit 1: Total Benchmark Returns Q12026 Year To Date Trailing 1-Year J.P. Morgan EMBI Global Diversified Index -1.2...
primeimages/E+ via Getty Images Portfolio Management Michael A. Cirami, CFA Portfolio Manager Sarah C. Orvin, CFA Portfolio Manager Performance Discussion The portfolio trended higher for Q1, outperforming the J.P. Morgan EMB Hard Currency/Local Currency 50/50 Index for the period. Exhibit 1: Total Benchmark Returns Q12026 Year To Date Trailing 1-Year J.P. Morgan EMBI Global Diversified Index -1.26% -1.26% 10.38% J.P. Morgan GBI-EM Global Diversified Index -2.25% -2.25% 11.76% J.P. Morgan CEMBI Broad Diversified Index -0.21% -0.21% 5.93% J.P. Morgan EMB Hard Currency/Local Currency 50/50 Index -1.48% -1.48% 9.98% Click to enlarge Source: J.P. Morgan. As of 31 Mar 2026. Past performance does not guarantee and is not a reliable indicator of future results. Investing Environment Elevated geopolitical tensions replaced tariffs as the risk du jour for global capital markets in Q1 2026. Major events that otherwise would have been focal points, such as the removal of Venezuelan President Nicolás Maduro or the growing strain between the US and other NATO partners, quickly became afterthoughts as conflict in the Middle East took center stage. The US and Israel launched air strikes on Iran beginning on February 28, citing the threat of the regime's ballistic missile program and potential nuclear capabilities. Iran responded in kind, retaliating with attacks against not only Israel and US assets in the Middle East but also other countries in the region. Iran effectively closed the Strait of Hormuz, a key shipping lane through which approximately 20% of global oil supply transits, causing energy prices to jump significantly. These higher prices and their potential impact on global inflation drove market volatility for the period. All segments of emerging markets (EM) debt experienced negative trending performance as a result of the fraught geopolitical environment. EM corporate bonds returned -0.21%, outperforming their hard currency and local currency counterparts. EM hard and...
Credicorp (BAP) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Credicorp (BAP) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Chisenhale Gallery, London The Irish artist scrambles your brain by cleverly combining calming pastel pinks with austere military health units and suffocating smells The Chisenhale Gallery smells weirdly sweet. Somewhere between butter and Parma Violets, but more acrid, intensely chemical. It’s an olfactory assault, half soothing and familiar, half violent and unnatural. That’s the strange, unsett...
Chisenhale Gallery, London The Irish artist scrambles your brain by cleverly combining calming pastel pinks with austere military health units and suffocating smells The Chisenhale Gallery smells weirdly sweet. Somewhere between butter and Parma Violets, but more acrid, intensely chemical. It’s an olfactory assault, half soothing and familiar, half violent and unnatural. That’s the strange, unsettling middle ground that young London-based artist Racheal Crowther likes to inhabit. Just look at what she has done here in her first institutional exhibition, in which baby pink gentleness and terrifying hard-edged military aesthetics collide. Continue reading...
For more than three years, arguably no trend has excited investors quite like the rise of artificial intelligence (AI). But AI isn't the only game-changing technology that offers an eye-popping addressable opportunity. Since late 2024, investors have flocked to quantum computing stocks , including IonQ (NYSE: IONQ) , Rigetti Computing (NASDAQ: RGTI) , D-Wave Quantum (NYSE: QBTS) , and Quantum Comp...
For more than three years, arguably no trend has excited investors quite like the rise of artificial intelligence (AI). But AI isn't the only game-changing technology that offers an eye-popping addressable opportunity. Since late 2024, investors have flocked to quantum computing stocks , including IonQ (NYSE: IONQ) , Rigetti Computing (NASDAQ: RGTI) , D-Wave Quantum (NYSE: QBTS) , and Quantum Computing Inc. (NASDAQ: QUBT) . As of mid-October 2025, trailing 12-month returns for this quarter were as high as 6,217% -- and these stocks are on fire, once again. Image source: Getty Images. Continue reading