Market Update

Market Update: Inflation, AI, and the U.S. Midterms

by Jeffrey Mills
Chief Investment Officer
by Tom Wicks
Senior Investment Strategist
In brief

Chief Investment Officer Jeffrey Mills and Senior Investment Strategist Tom Wicks share our latest thinking on key themes shaping today’s markets, including interest rates and inflation, AI capital spending, and the upcoming midterm elections. They discuss what these developments could mean for the broader investment outlook and portfolio positioning. 

Jeff-Mills

Jeffrey Mills

Chief Investment Officer

Jeffrey is responsible for overseeing the firm’s investment research, asset allocation, and portfolio management. He is a member of the firm’s Executive Committee and Leadership Council.

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Photo of Tom Wicks

Tom Wicks

Senior Investment Strategist

Tom is responsible for performing in-depth macroeconomic research and financial market analysis as well as delivering customized asset allocation and investment recommendations to clients.

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