Quarterly Investments Webinar: 2Q2026
Our Investments Team met in July to discuss several topics shaping today’s market environment. The team revisited the bull-bear scenarios published at the beginning of the year, comparing those expectations against where markets stand now. The discussion explored where returns are being generated across different areas of the market, the influence of ongoing global events, and the continued momentum around artificial intelligence. The team also examined the relationship between inflation expectations and real interest rates, renewed interest in value names, and trends in corporate capital spending. Watch now to stay informed about our current thinking and the areas we are monitoring most closely as market conditions evolve.