The first half of 2026 has been defined by resilience. Despite geopolitical tensions, elevated interest rates, and persistent inflation pressures, the economy and financial markets have continued to move forward. As we look ahead, the key question for investors is not whether the environment is changing, but how to position portfolios for the opportunities and risks that lie ahead.

Topics We'll Cover

• The economic outlook: resilience, growth, and inflation trends
• How AI, infrastructure, and capital spending are reshaping the economy
• What higher-for-longer interest rates mean for stocks and bonds
• Market valuations, earnings expectations, and credit market signals
• Opportunities and risks from geopolitical and policy developments
• Portfolio positioning for the second half of 2026 and beyond