Glassman Wealth recently hosted Paul Courtney and Aaron Dirlam from SpringTide Partners, our external research firm. While they provide essential support with investment due diligence, their true value lies in helping us navigate the complexities of today’s markets and develop strategies that position your portfolio for the road ahead.
We covered key economic themes to watch in 2026 and beyond, including:
- The AI infrastructure boom: separating sustainable growth from speculation
- International equity markets: whether their remarkable outperformance can sustain
- How tariff policies are reshaping global trade and impacting your portfolio
- Managing portfolios amid escalating global debt levels
- Interest rate normalization and its effects on both equity and fixed income allocations
For more insight and full details, watch our full presentation here:
