As we head into 2026, markets are entering a new phase of the economic cycle—one where diversification and risk management matter more than they have in recent years.
We’ve just released our Investment Outlook 2026, which walks through:
- What drove strong stock and bond performance in recent years
- Why returns may be more muted—and volatile—going forward
- Key economic and market drivers to watch in 2026
- Risks on the horizon and how investors may want to position portfolios
- Where private income and alternative strategies may fit in a late-cycle environment
👉 Click here to read the full Investment Outlook 2026 (PDF)
As always, this outlook is meant to provide perspective—not predictions—and help investors think thoughtfully about portfolio construction in a changing environment.
If you’d like to discuss how these themes apply to your own situation, feel free to reach out.