SAM Market Call – Mid-Year 2026 Investment Outlook

Listen to CEO Tom Hulick, Chief Investment Officer Joe Traba, and Senior Portfolio Manager Alex Hagstrom as they share insights from Strategy Asset Managers' Mid-Year 2026 Investment Outlook Call. In this discussion, our investment leadership team reflects on the record-breaking rebound in the stock market and the policy and regulatory developments set to shape the second half of the year. They explore key themes including resilience amid geopolitical crises, earnings as the primary driver of market performance, moderating inflation, and the ongoing momentum in automation, computing, infrastructure, and reindustrialization. The team also discusses new leadership at the Federal Reserve and what it may mean going forward, along with what investors should be focused on as we head into the second half of the year and how shifting macroeconomic forces may continue to shape opportunities moving forward. __________ The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. Nothing discussed in this program constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Strategy Asset Managers, LLC i

Added 21 Jul 2026