07/15/2026
Markets bounced back strongly in the second quarter, with equities climbing 15–25%. Leadership continues to rotate beneath the surface, from mega-cap technology toward semiconductors, small caps, and emerging markets. We remain constructive on diversification and disciplined positioning in private credit, while watching closely for any slowdown in the A.I. capital expenditure driving this cycle.
Read our full Second Quarter 2026 Market Commentary here: https://bit.ly/4waKcgY