In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.
As Wall Street eagerly awaits historically large IPOs, index providers weigh the implications and logistics of adding new members on an accelerated timeline.
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.
For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.
Counted out after a negative first quarter, the bull market roared back in April and May. Can earnings keep feeding this bull? And what could slow it down?
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2026 Mid-Year Outlook: Municipal Bonds
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2026 Mid-Year Outlook: Taxable Fixed Income
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