In this week’s GVA Market Insights, our Asset Management team dissects the latest stock market rally: Markets rebound despite early volatility: Equities have surged to all-time highs following a turbulent quarter, as investors look past geopolitical tensions and easing oil prices support sentiment.   Broad-based rally with rising retail influence: April gains have been strong across sectors and regions, fueled by AI-driven optimism …

After what has been another difficult first few months of the year for the second year in a row (remember the Liberation Day tariffs around this very same time last year?), the U.S. stock market is once again in bloom.

The first quarter of 2026 came to a close last week, and it played out in two distinct acts. The quarter opened with momentum. The music was playing and people were dancing. The record may have been a little quieter and starting to skip, but nobody was reaching for the needle. The S&P 500 touched 7,000 for the first time …