Main Management & Osterweis | Market Update Discussion скачать в хорошем качестве

Main Management & Osterweis | Market Update Discussion

Kim Arthur (CEO/CIO), is joined by Carl Kaufman (Co-President, Co-CEO & CIO) of Osterweis Capital Management, with James Maxwell (SVP of Research) moderating the discussion. The conversation explores key market dynamics shaping 2026 and beyond, including: • Inflation trends and the real impact of tariffs • Equity valuations and where we are in the market cycle • AI, productivity, and implications for corporate profitability • Sector and regional rotation, including international equities • Fixed income positioning, yield curves, and duration risk • Federal Reserve independence, data reliability, and market confidence • Risk management considerations for investors late in a bull market Main Management, LLC (“Main Management”, or the “Firm”) is an investment adviser registered under the Investment Advisers Act of 1940, as amended. The Firm was founded in 2002 and provides investment management services primarily to high net worth, family groups, foundations/endowments, and serves as a sub-adviser to third-party investment advisers & broker-dealers. The information contained herein was prepared using sources that the Firm believes are reliable, but the Firm does not guarantee its accuracy. The information reflects subjective judgments, assumptions and the Firm’s opinion on the date made and may change without notice. The Firm is not obligated to update this information. Nothing herein should be construed as investment advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable registration requirements. All equity investing entails risk of loss. In preparing this material, Main Management has not taken into account the investment objectives, financial situation or particular needs of any individual investor. Many securities transactions are risky and are not suitable for all investors. All securities investments carry risk, including a risk of loss of principal.