We are excited to share DecisionMap Wealth Management’s Market Outlook for the second Quarter of 2026.
The market has largely come full circle. The Iran conflict temporarily shifted dynamics across oil, rates, and the dollar, but as the ceasefire took hold, the themes we identified heading into 2026 have reasserted themselves. The physical economy is winning, earnings remain strong, and dispersion across markets is creating meaningful differentiation across sectors, asset classes, and structures.
Key themes in this quarter’s Market Outlook, “Back to the Future”:
– The Rotation Is Real
– AI Infrastructure Over Software
– Dispersion at Historic Levels
– Defense as a Structural Theme
– Fixed Income: Move Up in Quality
– BDCs Are a Structure, Not a Strategy
Read the full Q2 2026 Market Outlook, here >
