PMC Midyear Market Outlook
A Market Worth Celebrating. Come advisors and you shall hear a market update written midyear! As the United States reflects on its storied national history, markets tell a familiar story: periods of v
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A Market Worth Celebrating. Come advisors and you shall hear a market update written midyear! As the United States reflects on its storied national history, markets tell a familiar story: periods of volatility, reinvention, and long-term progress. The first half of 2026 has reflected that same pattern, with resilient risk assets, persistent policy uncertainty, and uneven leadership across equities, fixed income, and alternatives. A key question for investors is whether this marks another chapter of reinvention or simply a late-cycle extension leading into a bubble.