RBC Rochdale

The first quarter of 2026 began with a familiar foundation: resilient growth, solid earnings, and moderating inflation. That backdrop shifted abruptly in late February as conflict in Iran disrupted global energy flows with an effective closure of the Strait of Hormuz—a critical choke point for Persian Gulf exports. In a matter of weeks, markets moved from focusing on policy and growth to absorbing a geopolitical shock with the potential for serious economic consequences.

Our latest Quarterly Market Update explores how investors can find opportunity amid transition and how these trends set the stage for the months ahead.

Read more about equities, fixed income, private credit and the Fed in our full outlook: https://bit.ly/4mYV7Gu

Stay informed with the latest snapshot of global economic and market conditions. Charles Luke, Chief Investment Officer, walks through this month's RBC Rochdale Speedometers.

Transcript and more insights here: https://bit.ly/4crz8U3