The pronounced meltdown in markets that has played out in April has been shocking in terms of both speed and magnitude. As everyone searches for answers, we walk through the current market backdrop and our own framework we use to navigate extreme environments like the one we're in.

Portfolio Manager
March 23, 2026

The pronounced meltdown in markets that has played out in April has been shocking in terms of both speed and magnitude. As everyone searches for answers, we walk through the current market backdrop and our own framework we use to navigate extreme environments like the one we're in.
Originally published: April 7, 2025