Insights
In this webcast panel discussion, our team shares timely insights and observations on the markets, economy, and financial planning. Highlights include:
- AI Market Dynamics and Concerns: The panel explores the rapid growth and investment in artificial intelligence, noting both the opportunities and risks.
- Tariffs and Policy Uncertainty: The discussion covers the ongoing effects of tariffs, possible Supreme Court intervention, and how companies are adapting supply chains.
- Private Credit and Diversification: The team addresses recent concerns about private credit markets, emphasizing that diversified, high-quality direct lending strategies have remained resilient.
- Equity Market Performance: Recent market trends are explored, noting a low-quality rally that has favored more speculative stocks.
- Year-End Planning and Tax Strategies: The discussion highlights recent tax law changes and their potential impact on clients. The panel emphasizes the importance of reviewing strategies before year-end, including charitable giving and retirement planning, to ensure overall tax efficiency and alignment with long-term goals.
- Outlook for 2026: Looking ahead, the team maintains cautious optimism for broader market participation and earnings growth, stressing the importance of diversification, discipline, and a long-term perspective.
Presented by
- Julie Biel, CFA, Chief Market Strategist
- Andrew Grant, Director of Manager Research
- Thomas Pontius, Senior Financial Planner
The event was moderated by Spuds Powell, Managing Director
Watch the replay here.
Kayne Anderson Rudnick Investment Management, LLC, a wholly owned subsidiary of Virtus Investment Partners, Inc., is a registered investment advisor under the Investment Advisers Act of 1940. Registration of an Investment Advisor does not imply any level of skill or training. Kayne Anderson Rudnick Investment Management, LLC manages a variety of equity and fixed income strategies focusing exclusively on securities the firm defines as high quality. Kayne Anderson Rudnick Investment Management, LLC (“KAR”) assumes no obligation to update or supplement this information to reflect subsequent changes. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Investments commonly known as “alternative investments” are not suitable for all investors, and “alternative investments” often have minimum eligibility requirements that must be met. Whether an investment in an “alternative investment” is suitable or appropriate for a particular investor will depend on several factors, including the investor’s risk tolerance, investment time horizon, and liquidity needs. Please consult with your advisor to better understand the risks of “alternative investments” before making such investments. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by KAR to be reliable, are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. The information provided here should not be considered to be tax advice and all investors should consult their tax professional about the specifics of their own tax situation to determine any proper course of action for them. KAR does not provide tax advice and nothing herein should be construed as tax advice, and information presented here may not be true or applicable for all income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur.
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