After the Rally: Momentum, Expectations, and What Comes Next

Join us for our Q2 Market Briefing with Cormac Murphy, CFA and David Kastner, CFA as we break down what’s driving markets—and what comes next.

After a powerful rebound in April, markets are once again operating from a position of strength. AI-driven investment, resilient economic data, and better-than-expected earnings have helped push major indexes to new highs.

But with that strength comes a shift. Expectations are higher, and the margin for error is smaller.

In this quarter’s update, we’ll focus on the transition from momentum to selectivity—what’s working, what’s changing, and where investors should be paying closer attention.

As always, our goal is to move beyond the headlines and provide clear, practical insight to help you stay aligned with your long-term plan.

Know what’s Happening Next — before everyone else does.

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