Q1 2026 Market Recap – Podcast

In this episode, Director of Client Service Zach Greiner, CFP®, and Chief Investment Officer Mark Foster, CFA, recap a volatile first quarter and the key factors that weighed on markets, including geopolitical tensions, labor market softness, and policy uncertainty. They dive into the rapid evolution of artificial intelligence, discussing its real-world applications, impact on productivity, and how it is reshaping the investment research process. Zach and Mark also highlight The Brink’s Company as a portfolio holding, exploring its transformation into a technology-enabled cash logistics and fintech business and what it reveals about identifying companies that can adapt and compound value over time.

The opinions expressed in this podcast are those of the participants as of the date the podcast was recorded. These opinions have not been updated or supplemented and may not reflect their views today. The information provided in these podcasts do not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular stock or other investment.