In our 2026 Market Outlook, Chief Investment Officer Matt Dmytryszyn shares his economic insights for the year ahead. Gain perspective on why we are optimistic about the economy, while learning more about the uncertainties that could alter that outcome.

Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.

The direction of the market during the third quarter was highly influenced by two storylines: a weakening labor market and prodigious acceleration in Artificial Intelligence (AI)- driven capital spending. Collectively, these trends resulted in favorable returns.

Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.

In the second quarter, markets moved in stark contrast to what transpired during Q1 of 2025. The environment in 2025 has been one of greater uncertainty but also increasing opportunity. As global economic conditions shift, investment opportunities are evolving.

Chief Investment Officer, Matt Dmytryszyn shares insights on recent tariff policies, market volatility, and key economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.

We focus on long-term trends rather than short-term market noise. While headlines may drive short bursts of volatility, fundamentals like global diversification, risk management, and alignment with long-term goals remain the best guide through an evolving economic and policy landscape.

As we turn the page to 2025, the year brings a new set of risks, the most prominent for U.S. investors being the direction of policy under a new president and a narrowly led Republican Congress.