1 min read
A Look Inside the Equity Markets
David Hagee, Executive Vice President, Chief Investment Officer
:
January 30, 2026
Recorded January 30, 2026
In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Kelly Jernigan, Director of Family Wealth Strategy, and KC Mathews, Chief Market Strategist, to take a closer look at the equity component of asset allocation, examining trends that have led to a stock market dominated by the tech sector since the end of 2022, and perspective on performance in 2026, including:
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Why companies’ earnings growth appears to be durable for growth stocks and how the outlook compares for value stocks
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Concerns about big tech and artificial intelligence (AI) company valuations remain in focus, raising questions about how much potential AI-driven growth is already priced in
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Catalysts for outperformance of international securities to watch for in 2026
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Investors’ search for other opportunities impacted by companies staying private longer
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What a new Federal Reserve chairman might mean for interest rates this year
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Past performance is no guarantee of future results. This material is not a recommendation of any particular investment strategy, is not based on any particular financial situation or need and is not intended to replace the advice of a qualified tax advisor or investment professional. While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance, or legal advice, and may not be relied on as such.
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