By Scott Ronalds Stock markets pushed forward in the first quarter despite some strong headwinds, including revolutions in North Africa, the earthquake and tsunami in Japan, and lingering sovereign debt issues in Europe. It goes to prove that the linkage between headlines and market returns is anything but precise. In this podcast, we review the first quarter of 2011 and highlight some of the key messages from our Quarterly Report. Download, subscribe via iTunes or RSS, or listen now: