Recorded live on July 29, 12:00PM ET.

The second quarter brought a powerful rebound for equity markets, with U.S. stocks delivering their best quarterly gains since 2020. Large-cap technology companies remained important drivers of performance, but market leadership broadened across small caps, software, industrials and other cyclical areas.

Corporate earnings have been strong, artificial intelligence continues to fuel a major capital investment cycle, and the economy has remained resilient. Yet inflation remains above target, consumers and businesses are experiencing the expansion unevenly, and investors continue to reassess the outlook for Federal Reserve policy.

Stream our Summer 2026 Market Update Webinar as we discuss the key themes from the second quarter, what is driving markets today, and how investors can think about opportunity, risk and portfolio positioning in the months ahead.

Timestamps:

Introduction & Firm Overview (00:00:00)
Major IPOs in the Last 20 Years (00:02:18)
Strait of Hormuz and Iran Conflict (00:21:25)
The Iran War Repriced the Rate Outlook (00:34:50)
Artificial Intelligence - Investment Boom, Implementation and Capabilities (00:48:40)

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