Matt Shibata

Nicolas Vieville

As we approach the midpoint of 2026, the markets have given investors plenty to think about. From shifting interest rate expectations to AI fueled rallies.

If there’s one thing the first half of the year has reinforced, it’s the power of a diversified, long-term strategy.

For this webcast, our Chief Investment Officer, Matt Shibata provides perspective on the key economic and market themes from Q1 and Q2, the current investment landscape, and expectations for the remainder of the year.