{"id":14120,"date":"2026-05-15T10:19:38","date_gmt":"2026-05-15T14:19:38","guid":{"rendered":"https:\/\/jgua.com\/?post_type=upcoming-event&#038;p=14120"},"modified":"2026-05-15T10:19:39","modified_gmt":"2026-05-15T14:19:39","slug":"positioning-for-the-second-half-q2-2026-market-insights-outlook","status":"publish","type":"upcoming-event","link":"https:\/\/jgua.com\/upcoming-event\/positioning-for-the-second-half-q2-2026-market-insights-outlook\/","title":{"rendered":"Positioning for the Second Half: Q2 Market Insights &amp; Outlook"},"content":{"rendered":"\n<p>Thursday, July 23, 2026 | 11:00 a.m. (ET)<br>Live Webinar<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Presented by Mark&nbsp;Abdalla, CFA\u00ae, MBA, Equities Research Analyst<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>As we move into the second half of 2026, investors continue to navigate a market environment shaped by evolving economic conditions, policy developments, and shifting investor sentiment.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How did markets respond during the second quarter?<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What trends are emerging across the economy and financial markets?<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What should long-term investors be watching as Q3 begins?<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>Join John G. Ullman &amp; Associates for our Q2 2026 Investment &amp; Market Update Webinar, where we\u2019ll review the quarter\u2019s key market and economic developments and discuss the factors that may influence the months ahead.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What We\u2019ll Cover<\/h3>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Q2 2026 Market Recap<\/strong><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>A review of second-quarter performance across equity and fixed income markets, including the major themes, data points, and events that influenced market activity.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Economic &amp; Policy Updates<\/strong><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>An overview of inflation trends, interest rate expectations, labor market conditions, and policy developments that may continue to impact investors and the broader economy.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Sector &amp; Market Insights<\/strong><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>A look at areas of market leadership during Q2, shifting trends across sectors and asset classes, and developments investors may want to monitor moving forward.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Outlook for Q3 &amp; Beyond<\/strong><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>A forward-looking discussion focused on potential opportunities, risks, and considerations for investors as the second half of 2026 unfolds.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Interactive Q&amp;A Session<\/strong><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Following the presentation, Mark will answer questions live.<\/p>\n\n\n\n<p>Have something specific you\u2019d like addressed? You can submit questions in advance through the registration form, or by phone or email.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Registration Details<\/h3>\n\n\n\n<p><\/p>\n\n\n\n<p>Reserve your spot by completing the form below.*<\/p>\n\n\n\n<p>You may also register or submit questions by calling 607-936-3785 or emailing <a>info@jgua.com<\/a>.<\/p>\n\n\n\n<p>As a registrant, you will receive:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A recording of the webinar<\/li>\n\n\n\n<li>A digital copy of the JGUA Q2 2026 Investment &amp; Market Update White Paper<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>After registering, a member of our Marketing &amp; Communications team will follow up to confirm your attendance and provide access instructions.<\/p>\n\n\n\n<p>*By registering, you agree to receive future updates and communications from John G. Ullman &amp; Associates<\/p>\n\n\n\n<p><\/p>\n\n\n<script>\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn(\"The use of gform.initializeOnLoaded() is deprecated in the form editor context and will be removed in Gravity Forms 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