Fidelis Capital LLC
07/22/2026 | Press release | Distributed by Public on 07/22/2026 15:07
Q3 Market Outlook Webinar
After an eventful start to 2026, what should investors know as we move into the back half of the year?
Investment Committee members-plus our newest Partner, Herb Achey-will recap the first half of the year, discuss the changing of the guard at the Federal Reserve, dissect potential equity headwinds and tailwinds in the second half of 2026, and review how we are positioning portfolios in the current environment in our Q3 Market Outlook Webinar.
Stream now to get clear, timely insights to your frequently asked questions. Use the timestamps below to easily navigate topics of interest.
Q2 2026 Recap
0:23 - Welcome Herb Achey 1:06 - Equities
2:58 - US Economy
5:47 - Fixed Income
Key Themes
10:34 - New Fed Chair Kevin Warsh and Fed Expectations Going Forward
12:07 - Headwinds and Tailwinds in the Second Half of 2026
15:12 - Analysis of the US Consumer Today
18:20 - What is Trending in Private Markets?
Fidelis Capital's Portfolio Positioning
20:40 - Equities Overview
22:34 - Opportunities in Fixed Income
25:29 - Final Thoughts
Participants
Matt Michaels, CFA, CFP®, Founding Partner and Co-Chief Investment Officer - Tampa, FL
Chris Gunster, CFA, Partner and Head of Fixed Income - Greenwich, CT
Herb Achey, Partner - Cashiers, NC
Michael Sellers, Partner and Portfolio Manager - Washington, D.C.
Chris Gunster, CFA, Partner and Head of Fixed Income - Greenwich, CT
Herb Achey, Partner - Cashiers, NC
Michael Sellers, Partner and Portfolio Manager - Washington, D.C.
Fidelis Capital LLC published this content on July 22, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on July 22, 2026 at 21:08 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]