2026 Mid Year Economic Outlook

Family Capital Podcast · Sep 1, 2026 · 32m

In this episode, we review the 2026 economic and market landscape and what it means for families allocating capital across generations.

We discuss elevated commodity prices, sticky inflation, and higher-for-longer interest rates—and how these trends affect portfolio construction, leverage, fixed income, and wealth-transfer strategies. We also examine the widening performance gap between value and growth stocks and why international and emerging markets are gaining ground.

Finally, we explore how massive AI investment could reshape market leadership and reinforce the case for diversification…