THE FINANCIAL COMMUTE

Q1 2026 Market Update

Chris Galeski

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0:00 | 21:01

Markets don’t move in straight lines, and the first quarter of 2026 was a perfect reminder of that. Between geopolitical conflict, rising oil prices, and renewed inflation concerns, investors faced a volatile environment that left markets unsettled.

In this episode, Chief Executive Officer Jeff Sarti and Chief Investment Officer Meghan Pinchuk break down Q1, exploring consumer sentiment, why traditional diversification didn’t behave as expected, and how different asset classes responded during this period of uncertainty. The conversation highlights a key theme: resilience doesn’t come from predicting markets. It comes from preparing for multiple outcomes.

Tune in if you’re interested in…

  • What drove market volatility in Q1 2026
  • Why we remain confident in gold despite short-term volatility
  • How stocks, bonds, and alternative assets behaved differently
  • Why traditional bonds didn’t provide a safe haven
  • What stagflation is and how it impacts portfolios
  • How Morton’s approach to diversification made clients resilient during this period of volatility