Markets continued their ascent during the third quarter as earnings growth remained an important support for equities, while ongoing investment in artificial intelligence continued to shape both markets and the broader economy. At the same time, investors navigated an environment shaped by inflation, interest rates, trade policy, geopolitical developments, and the approaching midterm elections.
In our Q3 2026 market review commentary, Fall Into Opportunity: Markets Continue Their Ascent, we discuss the trends influencing markets and highlight several areas where we see potential opportunities for investors.
Key topics include:
- How improving earnings expectations continue to support equity markets.
- What a higher-for-longer interest rate environment may mean for investors.
- How today’s yield environment has expanded opportunities across fixed income, including municipal bonds.
- Why we continue to see opportunities in quality small-cap strategies.
- Why direct lending continues to attract investor interest despite recent private credit headlines.
- Where we see opportunities within infrastructure investments.
- Why diversification remains important as market and economic conditions evolve.
Read the full Q3 2026 commentary.