In our latest video update, Chief Investment Officer Mark Kinney shares perspective on the market conditions that shaped Q1 2026 and what they meant for portfolio positioning.
Mark reviews how the quarter’s narrative shifted as geopolitical tensions escalated, lifting oil prices and inflation sensitivity, while U.S. 10-year yields moved about 30 basis points higher—reinforcing the importance of selectivity, quality, and liquidity.
If your portfolio is not benefiting from broad asset class exposure and a pragmatic and strategic approach to protecting your wealth, we invite you to get in touch. We would be happy to arrange a call or video conference with a member of our wealth management team to learn more about Newport’s approach.
