Global Asset Allocation Team Market Update – February 2026
February 5, 2026 | Market Commentary, Public Markets
Financial markets got off to a solid start to 2026, despite an array of developments on the geopolitical and policy fronts. The year kicked-off with a flood of headlines around Venezuela, Iran, Greenland, and Federal Reserve independence that took a toll on sentiment. However, positive data surprises underscored that the economy has managed well through the noise – and most major asset classes we track ended January in positive terrain.
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