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How Should Investors Separate Fundamentals From Sentiment in 2026?
As 2026 begins, families are weighing two forces at the same time. The economic data still looks constructive, while headlines and geopolitical uncertainty can make the market feel less steady day to day.
In Part 1 of this two-part episode of The Wealth Enterprise Briefing, Managing Partner Michael Zeuner and Global Head of Macro Sam Sudame talk about how WE separates fundamentals from sentiment, and why that distinction matters when building and maintaining a long-term portfolio.
They discuss:
Why sentiment moves markets short term, while earnings and dividends matter longer term
Why Sam…
The skinny
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