The Advisor: Fixed Income Strategy Third Quarter 2026

Advisor

Financial Markets Uncertainty Accompanied by Changes at the FOMC Entering 2026, the Federal Reserve’s dot plot and Fed funds futures contracts were both implying interest rate cuts later in the year. Then, in late February, the Middle East tension began, triggering widespread volatility across the capital markets spectrum. While equity valuations initially weakened, bond yields…

The Advisor: Equity Investing Third Quarter 2026

Advisor

A Strong Foundation, But a High Bar Equity markets have continued to move higher despite uncertainty surrounding inflation, monetary policy, and the conflict in Iran. While these issues have created periods of volatility, investors remain focused on a healthy economic backdrop and corporate results that continue to exceed expectations. In the medium to long-term, we…