Webinar
2026 Midyear Outlook
SPEAKERS
Martin Jacobs
Equity Portfolio Manager
Chitrang Purani
Fixed Income Portfolio Manager

SUPPORTING MATERIALS

CE credit request form

Webinar slides (PDF)

Midyear Outlook report (PDF)

Midyear Outlook

 


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Markets are navigating a complex mix of geopolitical conflicts, uneven growth and shifting trade policies. Our Midyear Outlook cuts through the noise to help you focus on what matters most to investors.

Join portfolio managers Martin Jacobs and Chitrang Purani as they examine the complex forces shaping the investment landscape in 2026, as well as their long-term views on the economy and markets.

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You’ll gain perspective on:

  • How economic growth is holding up amid geopolitical uncertainty and where it may be slowing
  • What a shift toward easy monetary policy could mean as inflation and labor trends evolve
  • Where AI is creating real opportunity and why selectivity matters more than ever
  • How bonds can provide income, diversification and resilience in a more volatile environment

Event date: Thursday, June 25, 2026

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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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