Q1 2026 – Annandale Capital Quarterly Commentary

On April 1, we hosted a webinar for Annandale clients to share a handful of market observations. The discussion touched on the performance of overseas stocks, the state of AI, AI’s impact on software and knowledge work, turmoil in private credit, and, of course, war in Iran. A recording of that webinar is available upon request. Here, we revisit those same topics in slightly more detail, without the constraints of a twenty-minute window. Feel free to skip to what-ever topic you find the most interesting. We hope you enjoy the read. 

Download Q1 2026 Commentary

This material is not intended to be used as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations. This is not an offer or solicitation with respect to the purchase or sale of any security.

Share this post

Share on facebook
Share on google
Share on twitter
Share on linkedin
Share on pinterest
Share on print
Share on email