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Equity Market Data Market Dynamics Portfolio Construction Smart Alpha

The (t)ides of March 

As markets nervously embrace the new conditions in the Middle East, we take the opportunity to review how our Smart Alpha strategies have fared in March 2026.

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Weather Report

Weather Report March 2026 

The end of the month, the end of the first quarter and the emergence of a changing landscape for the markets and the real world. Our latest weather report takes a look through the “Apollo lens” at the events of the last month and adds in some broader thoughts on how markets are evolving in response.