Hi, I’m Yan Arsenault, and I lead Trust Point’s Investment Team.
Each quarter, our team shares its perspective on the markets and economy through our Market Point newsletter. I would like to take a few minutes to highlight a few key takeaways.
As we reach the midpoint of 2026, the global economy has continued to show resilience despite ongoing geopolitical uncertainty.
Here in the U.S., economic growth has remained steady, supported by healthy consumer spending, strong corporate earnings, and continued business investment. Around the world, growth has also held up better than many expected, even though global events have occasionally created periods of market volatility.
One of the biggest stories this year continues to be artificial intelligence. Businesses are investing heavily in AI, and we’re beginning to see those investments improve productivity and support earnings across a growing number of sectors and industries.
In equity markets, we’ve seen an encouraging shift. Rather than market gains being driven by just a handful of large maga cap technology companies, market leadership has broadened to include more sectors, company sizes, and regions around the world…and that’s a healthy sign and reinforces the value of maintaining a diversified portfolio.
In fixed income, higher bond yields continue to provide attractive income opportunities. While inflation remains above the Federal Reserve’s target and interest rates may stay elevated for some time, today’s yields offer meaningful value for long-term investors.
Looking ahead, we believe the combination of resilient economic growth, expanding AI investment, and broader market participation continues to create opportunities for long-term investors. While inflation and geopolitical developments may still contribute to periods of volatility, we remain focused on maintaining diversified portfolios and making thoughtful adjustments as market conditions evolve.
Thank you for listening and I hope you enjoy reading our Market Point newsletter. Click here to find additional news and insights to help simplify and secure your wealth.
