Thoughts from the Road

February 17, 2026

Markets are moving fast in 2026, and investor sentiment is shifting with them. In this episode of Market Matters, Julia Hermann and Sarah Hirsch share insights from their recent travels, highlighting how rising volatility, geopolitical headlines, and the next phase of AI are shaping investor thinking. They also discuss what this means for diversification and portfolio positioning.

Last Week

Extending the Cycle: Growth and Opportunity Across Private Markets

February 9, 2026

Private markets are entering 2026 with renewed momentum. Lauren Goodwin and Sarah Hirsch preview the 2026 Global Private Markets Outlook, sharing their outlook across private markets asset classes and highlighting where investors may find resilience and long-term value.


 

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