1 April 2026
Markets have staged a sharp rebound as investors bet the worst of the Middle East shock may soon pass, even with oil and gas disruption through the Strait of Hormuz still unresolved.
This Chanticleer piece examines the market’s rush back into risk, and the tension between short-term relief and the very real economic pressures still sitting underneath it. Alvia’s Chief Investment Officer, Josh Derrington, argues that while the day-to-day swings feel “gut-wrenching”, they do not change the core task for investors: stay clear-headed, ignore the noise, and keep allocating to long-term value.
The article also touches on how Alvia has responded in practice, including adding selectively to heavily sold-down offshore software stocks while using strength in more cyclical and old-world exposures to fund those moves.