Commentary

Q2 2026 Quarterly Sector and Investment Research Update

Read the full report for current views on market trends and sector investing for the quarter.

By: Denise Chisholm

Updated: 4/17/2026

Key Takeaways

Tech, industrials, and consumer discretionary look attractive on improving fundamentals and compelling valuations.
Geopolitical shocks historically haven’t derailed equities, and today’s energy backdrop is far less risky than the 1970s.
History shows oil price increases do not reliably translate into higher core inflation or tighter Fed policy.
We are seeing tailwinds, with falling labor costs, improving manufacturing and housing signals.

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Quarterly Sector and Investment Research Update - Q2 2026

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