March 2026 Commentary

AIQ Asset Management • March 26, 2026
Executive Summary
  • The key takeaway of this note is to remind investors that risk management remains the core tenet of our investment philosophy.

  • Markets are moving quickly as news headlines cross the tape, but investors can be assured that we are watching events closely, positioning portfolios appropriately from a risk management standpoint, and attempting to prudently take advantage of dislocations in the market.

  • Market returns were positive early in the year even as volatility increased as concerns regarding AI funding, business model disruptions, the labor market, and private credit caused a change in market leadership early. Investor focus shifted quickly again at the end of February as the price of oil spiked higher with the start of Operation Epic Fury leading to higher global interest rates and lower equity index prices.

  • Fortunately, AIQ’s strategies (particularly those with active security selection) generally performed well during both periods with most strategies outperforming their respective benchmarks thus far this year.

  • What will happen going forward is difficult to know, but it will likely depend highly on how the next week or two go in the war with a wide range of possible investment outcomes. We have taken advantage of the recent spikes in volatility by adding high-yielding structured notes to our mid- and large-sized accounts but remain generally pleased with our positioning and are patiently awaiting additional opportunities. 

  • No matter what unfolds, we are prepared to adjust portfolio holdings as needed to adapt to whatever environment emerges. 
Read More March 2026 Market Commentary

Material discussed is meant to provide general information and it is not to be construed as specific investment, tax, or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.



The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The economic forecasts set forth in this material may not develop as predicted. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. All information is believed to be from reliable sources; however, Advisor Resource Council makes no representation as to its completeness or accuracy. Additional information, including management fees and expenses, is provided on Advisor Resource Council’s Form ADV Part 2, which is available upon request.