Q1 2026 Market Review: Oil Surge, Tech Drop & What Investors Need to Know

Описание: In this video, Benoit Poliquin, Founder and Portfolio Manager at Exponent Investment Management, breaks down what really happened in the markets during Q1 2026—and what it means going forward.

Despite heavy geopolitical headlines, markets showed resilience. Canadian equities performed strongly, driven by a sharp rise in oil prices, while U.S. tech saw notable declines.

In this update, we cover:

Why markets held up despite global uncertainty
The real drivers of market performance (hint: not headlines)
Interest rates, bonds, and oil’s massive impact
Earnings expectations and sector shifts
The role of AI in investing—and why we don’t chase hype
What investors should actually focus on moving forward

We also share updates on our firm, including expanded estate planning services and continued growth of our leadership team.

If you’re looking for a clear, no-noise explanation of what’s happening in the markets right now—this is for you.

⏱️ Timestamps

00:00 – Introduction
00:30 – Market Performance Overview
02:00 – U.S., Canada & Global Markets
03:15 – Bonds, Oil & Interest Rates
05:00 – What Actually Moves Markets
06:30 – Valuation Explained (DCF)
08:00 – Market Volatility & VIX
09:15 – Earnings Expectations
10:30 – AI & Investing Strategy
13:00 – Key Takeaways
14:00 – Firm Updates