Curious about the latest market shifts and what they mean for your investments?

The year began much as expected, with fiscal and monetary tailwinds supporting economic growth, strong consumer activity, and broad market gains. Along the way, geopolitical tensions, shifting interest rate expectations, and unexpected semiconductor supply bottlenecks created new questions for investors. In this mid-year update, CIO Charles Rinehart, CFA, CAIA, and Senior Managing Director Brandon Zureick, CFA, look back on what unfolded in the first half of 2026, discuss the opportunities and risks shaping markets today, and share their outlook for the months ahead.

For additional market insights, read our 2Q 2026 Market Update in our Quarterly Insights Newsletter.

Published 07/21/2026

Meet the authors

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