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Editor’s be aware: We requested a bunch of main Pittsburgh-area wealth managers to provide their solutions to this query: “So far, 2026 has been treacherous for investors. What do you expect for the second half and where do you see opportunity?”
Previously on this collection: What’s Ahead within the Second Half for Markets? Pt. II
MATTHEW GEORGE, PNC PRIVATE BANK Markets are seeing extra ups and downs following vitality disruptions within the Middle East, however the general image stays strong. Higher vitality prices may squeeze customers and complicate near-term Fed coverage, however company earnings within the U.S. proceed to carry up and are increasing past simply the biggest tech firms. International markets face related energy-related challenges, although ongoing authorities spending in Europe and Japan ought to assist medium-term progress. Absent extended vitality disruptions, markets ought to refocus on earnings and progress because the geopolitical atmosphere stabilizes.
ANGELA PLATT, J.P. MORGAN PRIVATE BANK Markets have navigated appreciable uncertainty this yr, however we see a extra constructive second half forward as earnings traits stay broadly supportive. With valuations having reset, durations of weak spot can current significant alternatives so as to add publicity selectively. We are targeted on areas the place sustained funding and robust execution are driving outcomes: know-how, industrials, healthcare, utilities and huge banks. Pittsburgh carries an added benefit as an rising hub for AI and autonomous car improvement, drawing vital enterprise capital.
BETHANY BRYANT, GLENMEDE After a unstable begin to 2026, Glenmede expects the second half to reward self-discipline over prediction. Policy uncertainty and geopolitical dangers could maintain markets uneven, however recession dangers seem contained. Market management is broadening, supporting worth shares, smaller firms, choose worldwide markets, and diversified portfolios. With bond yields close to truthful worth, disciplined rebalancing stays key.
JONATHAN DANE, DEFIANT CAPITAL GROUP Treacherous is the suitable phrase for those who have been concentrated. If you have been diversified, it was a proof of idea because the equal-weight S&P gained whereas the headline index fell. Looking forward, the Strait of Hormuz is the variable by means of which every thing else flows: oil costs, geopolitics, inflation, Fed coverage, and in the end, multiples. But most traders are lacking a key level on fundamentals: Earnings estimates are rising. Prices fell; fundamentals didn’t. That distinction is what retains us constructive, and the place we see the clearest case for high quality enterprise software program and middle-market non-public fairness, which has stayed lively whereas large-cap offers stalled.
This web page was created programmatically, to learn the article in its authentic location you possibly can go to the hyperlink bellow:
https://pittsburghquarterly.com/articles/whats-ahead-in-the-second-half-for-markets-pt-iii/
and if you wish to take away this text from our website please contact us
This web page was created programmatically, to learn the article in its authentic location you…
This web page was created programmatically, to learn the article in its authentic location you…
This web page was created programmatically, to learn the article in its authentic location you…
This web page was created programmatically, to learn the article in its unique location you'll…
This web page was created programmatically, to learn the article in its authentic location you…
This web page was created programmatically, to learn the article in its authentic location you…