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2026 Midyear Outlook
Martin Jacobs
Equity Portfolio Manager
Chitrang Purani
Fixed Income Portfolio Manager
July 21, 2026

Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs and fixed income portfolio manager Chitrang Purani explore what’s driving markets today, from AI to the outlook for inflation and interest rates. This episode is adapted from our June 25 webinar, “2026 Midyear Outlook.” #CapGroupGlobal


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Martin Jacobs is an equity portfolio manager with 38 years of investment industry experience (as of 12/31/2025). He holds an MBA from Wharton and a bachelor's degree from the University of Southern California. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.

Chitrang Purani is a fixed income portfolio manager with 22 years of investment industry experience (as of 12/31/2025). He holds an MBA from the University of Chicago and a bachelor's degree in finance from Northern Illinois University. He also holds the Chartered Financial Analyst® designation.

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