Podcast | Summer 2026 Market Update: A Note of Caution in a Chorus of Corporate Earnings

In this summer 2026 market update, Philip Brock and Sandro Ragusa discuss the recent wave of strong corporate earnings that continue to drive markets higher, while highlighting the risks that continue to merit caution. They share recent portfolio adjustments made in response to changing inflation and interest rates expectations, as well as the impact of geopolitical developments and ongoing AI-driven market enthusiasm.  The discussion provides insight into how portfolios are being positioned and the opportunities and risks investors should be watching in the months ahead.