Tag: Market Outlook

FEATURE IMAGE
Balancing Markets, Policy, and AI Spending in the 2026 Outlook Peter Repetto (Ep. 90)

Balancing Markets, Policy, and AI Spending in the 2026 Outlook Peter Repetto (Ep. 90)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Markets are entering a year shaped by crosscurrents, shifting signals, and unresolved questions. Economic strength, policy decisions, and investment concentration all point to a period that demands close attention and thoughtful positioning.

In this episode, Robert Curtiss speaks with Peter Repetto, Vice President and Investment Strategist at iCapital, about their 2026 economic and market outlook. They explore slowing labor trends alongside strong GDP growth, the role of AI investment, and how fiscal and monetary policy may influence markets. 

The conversation also covers inflation risks, tariffs, and why selectivity across asset classes matters heading into a midterm election year.

Key takeaways:

  • How slowing job growth contrasts with strong GDP readings and what that tension could mean for 2026
  • Why AI capital spending remains a key growth driver, but requires careful company selection
  • The impact of tariffs, fiscal policy, and court decisions on rates and equity markets
  • Why earnings growth, not valuation expansion, may define equity returns next year
  • How private markets and alternative strategies may help address concentration and volatility
  • And more!

Resources:

Connect with Peter Repetto:

Connect with Robert Curtiss:

About Our Guest:

Peter is a Vice President and Investment Strategist at iCapital, focusing on developing and delivering research, investment ideas, and thought leadership content for external and internal audiences on behalf of iCapital’s Investment Strategy team. Prior to joining the firm, Peter spent over eight years at Franklin Templeton Investments, where he contributed to their asset allocation strategy and macroeconomic research. Peter holds a BA in Economics from Fairfield University.

FEATURE IMAGE
A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)

A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

It is not often that an economic moment feels this confusing for everyday people, and Robert Curtiss knows it. 

That is why he brings economist Bryce Gill, economist and national speaker with First Trust Advisors, into a conversation that puts words to the shifts everyone is sensing but few can explain clearly. Robert approaches the discussion the same way he approaches client conversations. He slows things down, asks the questions people are wrestling with, and pulls out insights that make a complicated world easier to understand.

Together, Robert and Bryce explore how global supply chains are being rebuilt, why inflation feels so different from what the data suggests, and how AI and automation are reshaping opportunities for younger workers. 

What to expect from this release:

  • How global reshoring and demographic changes are reshaping inflation and economic growth
  • Why younger workers are struggling to find traction and how AI is influencing hiring
  • What rising regional shifts inside the United States reveal about long-term economic power
  • How market concentration within a handful of companies may affect future returns and consumer behavior
  • And more!

Resources:

Connect with Bryce Gill:

Connect with Robert Curtiss:

About Our Guest:

A resident of Austin, Texas, Bryce graduated from Miami University of Ohio with a bachelors degree in economics and received an MBA from the University of Texas. An economist and designated national speaker with First Trust he works directly with his colleague Brian Wesbury in the creation of the firm’s widely read weekly “Monday Morning Outlook.” In 2022, First Trust’s work was recognized by its receiving the highly coveted Consensus Economics Award for most accurate economic forecasting.

With a highly energetic speaking style and a scholar’s understanding of current economic matters, Bryce is a frequent guest on financial related podcasts and other media platforms, as well as a speaker at numerous public forums with his listeners remarking upon his ability to make the often difficult to understand both understandable and interesting.

In his presentation on “The Dawn of the Era of Volatility” Bryce will be focusing in his talk on describing the coming changes in the global and US economy and how investment advisors can best prepare their investor’s portfolios for those changes in the years to come.

Archives

Categories