The back half of 2026 may hinge on six themes: AI spending, uneven growth, labor supply, sticky inflation, uneasy central banks, and volatile bond markets.
While the Fed’s recent rate cut is grabbing headlines, the relative value landscape hasn’t changed, and we continue to favor securitized over corporate credit.
Ethereum’s evolution from an idea to a powerful and versatile platform is reshaping how financial services are built, delivered, and owned. Behind it is a whole value chain for investors to consider.
Amid speculation that economic data might become politicized, one thing hasn’t changed: it still demands context, perspective, and a long-term view beyond the next headline.
High starting yields should continue to provide a buffer against potential turmoil, and episodic bouts of volatility should present attractive opportunities.