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In the fast-changing 2026 market landscape, investors are increasingly seeking active managers who perform original, in-depth research, take a long-term view, and identify true drivers of growth.
The U.S. economy grew at a rate of 0.7% in the fourth quarter of 2025, according to a second estimate released on Friday by the Bureau of Economic Analysis.
The Commerce Department on Friday released the January 2026 PCE inflation report, which showed the Federal Reserve's preferred inflation gauge remained stubbornly high for consumers.
PCE inflation in January was 2.8% year over year. The numbers predate the Iran conflict.
U.S. Trade Representative Jamieson Greer joins 'Squawk Box' to discuss the upcoming meeting with Chinese officials, state of U.S.-China trade relations, impact of the Iran war, President Trump's tariff agenda, and more.
The Federal Reserve's preferred gauge for inflation increased 2.8 percent annually and economists expect another bump in prices in the near-term.
The PCE price index for January was expected to show headline inflation at 2.9% and core at 3.1%.
Flows of money into emerging market bond funds fell in the week to March 11, while those into emerging market equity funds flattened after five straight weeks of inflows, shaken by the war in Iran, analysts said on Friday.
Iran conflict and Supreme Court tariff ruling add to air of uncertainty around the economy
Core PCE price index has risen 3.1% in past year. Iran conflict will push it even higher.
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Pipeline and a few large-cap energy companies still offer attractive valuations as oil prices stabilize in the $70–$90 range amid Middle East tensions. My screening prioritizes large-cap, high-yield energy names with ROE above 10% and dividend yields above 2.5%, emphasizing operational efficiency.
Inflation was persistent even before the Iran war.
Artificial intelligence turned memory tech names like Western Digital, Seagate and SanDisk into high-flying AI stocks. But don't forget these players' boom-bust cycles.
The S&P 500's structure might end up being its downfall. For a long time, the lack of reinforcements beyond the Mag-7 and a scant few others outside the top 20 stocks has not come to the fore.
The Dow Jones Industrial Average shifted from one of the best-performing US indices earlier in 2026 to one of the worst since the start of the US–Iran war 2026, falling 4.7% between 27 Feb and 12 Mar as global risk sentiment deteriorated. Heavy weighting in financial stocks, particularly Goldman Sachs, has amplified downside pressure as rising oil prices increase stagflation risks and reduce expectations of interest rate cuts by the Federal Reserve.
Uncertainty over developments in the Middle East suggest investors should avoid buying Bunds, Commerzbank said.
London's main stock indexes extended declines on Friday, as the Middle East conflict heightened inflation fears that clouded the Bank of England's monetary policy outlook, while energy firms gained on higher oil prices.
The U.S. Section 301 investigation targets 16 major economies, signaling a shift to permanent, structural tariffs with broad market repercussions. Three market scenarios are outlined: expedited tariffs, prolonged negotiations with volatility, or global escalation leading to stagflation and severe asset repricing.
The S&P 500 remains resilient amid volatility, supported by Big Tech's secular growth and robust balance sheets. Massive AI-driven CapEx by hyperscalers contrasts with small businesses' conservative spending and focus on productivity and debt reduction.