Q2 2026 delivered exceptionally strong equity market returns, driven primarily by accelerating corporate earnings rather than expanding valuations, with AI-related investment continuing to fuel growth across technology, infrastructure, and industrial sectors. While inflation remains above the Fed’s target and interest rates are likely to stay elevated, resilient earnings, healthy consumer spending, and broadening market leadership support a constructive outlook.
Our current view continues to favor equities, particularly U.S. companies positioned to benefit from AI, while emphasizing diversification across international markets, credit, private investments, and defensive assets to manage ongoing risks from inflation, geopolitics, and potential AI-related overinvestment.
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