Friday, February 27th, 2026 ⁠A topical newsletter from CIO 2026 Investment Outlook U.S. fiscal and monetary policies, changing trade agreements, along with ongoing geopolitical conflicts and technology updates are likely to drive investment markets in 2026. SPONSORED AD Market Moves Expect Equity Markets to Broaden in 2026, Led by Small Caps, International Both fiscal and monetary stimulus should boost earnings in the U.S. and abroad, with dollar weakness continuing to underpin international stocks. Market Moves Geopolitical Volatility Defines Markets to Start 2026 Commodities rise; the dollar falls amidst deglobalization. Video CIO Webinar: Investment Outlook Market experts Indrani De, of FTSE Russell; Rebecca Patterson, a member of the Council on Foreign Relations; and Rachel Ziemba, of Ziemba Insights; share forward-looking analysis of the forces that will shape the U.S. economy and on what they expect to drive markets in 2026. Alternatives As Private-Market Momentum Continues to Grow, Market Infrastructure Improvements Rise Too Additional retail and retirement-plan demand are expected to broaden distribution of private markets, but they will also bring scrutiny and comparisons to public markets. Asset Allocation Commercial Real Estate Investors See a Rebound Ahead Leasing activity is picking up for a sector emerging from several years of headwinds. Asset Allocation Ongoing Tariff Uncertainty Tests Investor Discipline Market swings have been all too common since last year, leading investors to warn against complacency. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2026 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850