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Market Trends Emerging in 2026
David Hagee, Executive Vice President, Chief Investment Officer
:
March 11, 2026
Recorded March 11, 2026
In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by investment team leaders Sara Swadley, Portfolio Manager Team Leader, and Brent Schowe, Director of Research, to take a closer look at emerging 2026 market trends:
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An aging and diminishing labor pool contributes to weak job growth
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A stubbornly persistent inflation level and the question of how long higher energy prices will persist, contribute to market expectations about the timing of the next interest rate cut
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Segmenting the AI (artificial intelligence) business models and where the Magnificent Seven stocks fit informs the valuation discussion
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A weaker dollar provided a tailwind for international equity investments
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Fixed income investing so far mixed as the investment grade bond market remains steady, while private credit faces some stress
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