What will drive markets in 2026? Investment Committee members evaluate the state of the economy and dissect the interest rate outlook amid tests to Federal Reserve independence, as well as review geopolitical implications and their impact on real assets.
Watch along now to get clear, timely insights to your most frequently asked questions in our Q1 Market Outlook Webinar. Use the timestamps below to easily navigate topics of interest.
2025 Recap
0:25 - Equities
3:21 - Fixed Income
What Will Drive Markets in 2026?
5:34 – Economic State of the Union
11:08 - Interest Rate Outlook Amid Tests to Fed Independence
- Read Chris Gunster’s Forbes article about mortgage rates and housing affordability
14:48 – Geopolitical Implications & Their Impact on Real AssetsFidelis Capital’s Portfolio Positioning
16:13 – The Expansion of Private Markets
19:02 – Opportunities in Taxable, Tax-Exempt and Non-Dollar Fixed Income
23:38 – Final Thoughts
