Where do we go from here?

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. 

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Chris Cherepuschak

Portfolio Manager

March 23, 2026

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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