Summer 2026 Market Update

Recorded live on July 29, 12:00PM ET.The second quarter brought a powerful rebound for equity markets, with U.S. stocks delivering their best quarterly gains since 2020. Large-cap technology companies remained important drivers of performance, but market leadership broadened across small caps, software, industrials and other cyclical areas.Corporate earnings have been strong, artificial intelligence continues to fuel a major capital investment cycle, and the economy has remained resilient. Yet inflation remains above target, consumers and businesses are experiencing the expansion unevenly, and investors continue to reassess the outlook for Federal Reserve policy.Stream our Summer 2026 Market Update Webinar as we discuss the key themes from the second quarter, what is driving markets today, and how investors can think about opportunity, risk and portfolio positioning in the months ahead.Timestamps:Introduction & Firm Overview (00:00:00)Major IPOs in the Last 20 Years (00:02:18)Strait of Hormuz and Iran Conflict (00:21:25)The Iran War Repriced the Rate Outlook (00:34:50)Artificial Intelligence - Investment Boom, Implementation and Capabilities (00:48:40)Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities.  Past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk.  There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation.  Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions.  The opinions expressed in this podcast are those of the participants and may not reflect those of the firm.  To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing.  The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.