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The first quarter of 2026 was one for the books, and not in the way anyone hoped.
A war in Iran. Oil prices soaring to historic levels. Shipping through the Strait of Hormuz nearly coming to a halt.
Market Review and Outlook (Q1 2026)
The first quarter of 2026 presented investors with a challenging and highly dynamic environment, marked by increased volatility, sharp rotations, and a widening dispersion of returns across asset classes and sectors.
2026 Investment Outlook: Liquidity-Driven Growth with an Eye on Risk
As we enter 2026, the investment landscape remains constructive, though increasingly nuanced. Our outlook is broadly bullish, grounded less in traditional valuation comfort and more in the sheer scale of global liquidity being injected through fiscal expansion and accommodative monetary policy.
What Matters Most
Looking back, 2025 served as a reminder of the importance of staying invested. Markets started under pressure but ended stronger than many expected, with global stocks nearing record highs despite volatility and uncertainty.
Opportunities in a Concentrated Market
The third quarter of 2025 was another reminder of just how resilient markets can be in the face of economic and policy uncertainty.
On September 18, 2024, the Federal Reserve
On September 18, 2024, the Federal Reserve cut the federal funds rate by 50 basis points — its first reduction since the pandemic.
New Law, New Rules: What Retirees Need to Know After the One Big Beautiful Bill Passes
Hello again, Paragon family! I’m thrilled to be writing for our newsletter after what feels like the quickest twelve months on record.
Turbulence… Then a Turnaround with Results
The first half of 2025 reminded us how quickly sentiment can shift—and why disciplined investing is so important.
Navigating a Volatile Quarter
As we close the first quarter of 2025, the investment landscape has been shaped by evolving economic policies, market volatility, and the enduring importance of disciplined portfolio management.
Q1 2025 Review and Recommendations
The first quarter of 2025 was marked by significant volatility, mainly driven by rising trade tensions and substantial tariffs imposed by the U.S. administration.