What is driving markets in 2026—and where could the next opportunities emerge?
In Anchor Bay Capital’s Mid-Year Market & Economic Update, President, CEO & Chief Investment Officer Tanner Wrisley and Portfolio Analyst & Wealth Strategist Cory Large examine the economic backdrop, year-to-date market performance, current portfolio positioning, and the long-term themes shaping their investment outlook.
The discussion begins with inflation, employment, Federal Reserve policy, and the changing yield curve. Tanner and Cory then look beneath the major stock-market indexes to explain why leadership is broadening beyond the largest technology companies, which sectors have led and lagged, and how Anchor Bay is responding.
They also revisit four thematic areas highlighted earlier in the year: water infrastructure, the electrification of the economy, deglobalization and defense, and aging demographics. The webinar concludes with a closer look at SpaceX—including its business opportunity, valuation, upcoming share unlocks, and why Anchor Bay is monitoring the stock rather than rushing to invest.
Topics include:
• Inflation, unemployment, and the Federal Reserve
• What the normalized yield curve means for bond investors
• 2026 stock-market and sector performance
• Portfolio positioning across technology, healthcare, energy, and staples
• Water, grid modernization, defense, and demographic trends • SpaceX’s valuation, lockup schedule, and investment risks
