Everyone Is Worried About War… But Are We Missing the Bigger Picture?
Market Perspective • March 2026 There is a lot of anxiety around geopolitical tensions right now, and that is entirely understandable. When headlines are filled with conflict and uncertainty, it is natural for investors to feel unsettled. But before making any decisions, it helps to take a step back and look at what history has actually shown us — because the pattern is surprisingly consistent. We Have Been Here Before — and Further The world has already survived something far more disruptive than today’s tensions. When COVID-19 struck, entire economies came to a standstill, businesses across every sector faced an uncertain future, and markets fell sharply as panic set in. The uncertainty at that time was far greater than anything we are facing today. Yet what followed surprised almost everyone — markets recovered, and the years that came after turned out to be among the strongest for long-term investors. What we are seeing today is more localized. Unlike COVID, which was a global econ...