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Insights & Resources

A curated collection of market insights, planning resources, and research to help you stay informed and make confident financial decisions.


Access timely market updates and economic commentary from our affiliated Cetera Investment Management, including weekly, monthly, and quarterly recaps, along with forward-looking outlooks. These insights help simplify complex trends and keep you informed about what's shaping the markets. 


Subscribe to Michael S. Lee's newsletter for additional financial strategies and personalized updates to support your financial journey.

Explore Topics

  1. Advisor Perspective
  2. Market Updates & Commentary
  3. Planning & Tax Strategy Resources
  4. Market & Economic Outlooks for 2026

Advisor Perspective

2026 Market Outlook

A clearer picture is emerging for the global economy in 2026. Growth is stabilizing, inflation is easing but staying higher than in the past, and artificial intelligence continues to reshape investment and productivity worldwide. Below are the forces we believe will define markets in the year ahead. 


The Global Economy

 Resilient growth with structural shifts

  • Steady economic activity across the United States, Europe, and Asia
  • Inflation moderating, but settling above pre pandemic trends
  • AI adoption accelerating across industries and boosting productivity


Fiscal and Trade Dynamics

Supportive policy with improving clarity

  • Continued fiscal strength fueling demand and manufacturing investment
  • Greater policy certainty after 2025’s tariff volatility
  • AI capital spending influencing semiconductors, energy systems, automation, and data infrastructure


Monetary Policy and Rates

A new phase of easing

  • The Federal Reserve and other central banks shifting toward measured rate cuts
  • Lower short term rates improving conditions for consumers and businesses
  • Inflation and global supply chain adjustments remain important risks to monitor


Equity Markets

Broader leadership beyond mega cap technology

  • Technology remains the strongest engine of earnings and innovation
  • Strength building in industrials, financials, healthcare, and global markets
  • Asia and Europe seeing improved earnings momentum and increased investment


Fixed Income

Income opportunities reemerge

  • Attractive yields available as long term rates remain stable
  • Credit fundamentals broadly healthy
  • Opportunities in high quality corporate credit, securitized assets, municipals, and select global bonds


Private Markets

Growing relevance in diversified portfolios

  • Expansion of private credit as traditional lending tightens
  • Rising infrastructure investment driven by AI, energy, and digital capacity needs
  • Real assets providing meaningful protection in an environment shaped by inflation variability and demographic change


 

MSL Capital Management Perspective

The 2026 Outlook highlights a rare combination of structural growth trends, shifting global dynamics, and expanding opportunity across public and private markets. Our focus is to help clients navigate this environment with clarity and long-term discipline while positioning portfolios for durable growth and resilience.

Market Updates & Commentary

Insights

Weekly Market Recap

The Week Ahead

Gain valuable insights on the markets with our economic commentary, providing current market perspectives and essential market updates to enhance your financial strategies.

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The Week Ahead

Weekly Market Recap

The Week Ahead

Join Chief Investment Officer Gene Goldman for a weekly market preview, where he provides valuable economic commentary and insights on financial strategies along with the latest market updates.

Learn more

Weekly Market Recap

Weekly Market Recap

Monthly Market Recap

In this economic commentary, we reflect on the past week's market updates and financial highlights, exploring effective financial strategies that emerged during this period.

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Monthly Market Recap

Quarterly Market Recap

Monthly Market Recap

In this economic commentary, we will review the past month's market updates and notable economic events, highlighting key financial strategies that emerged.

Learn more

Quarterly Market Recap

Quarterly Market Recap

Quarterly Market Recap

This three-month market summary provides insightful economic commentary and offers a look ahead to the next quarter with key financial strategies and market updates.

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Market Outlook

Quarterly Market Recap

Quarterly Market Recap

This forward-looking economic commentary includes essential market updates and insights into effective financial strategies.

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Planning & Tax Strategy Resources

2026 IRS Contribution Limits (pdf)

Download

Solo(CB) (pdf)

Download

Solo(K) Smart Retirement & Tax Saving Strategy for the Self-Employed (pdf)

Download

Solo Cash Balance Plan (pdf)

Download

Solo(CB) (pdf)

Download

Market & Economic Outlooks for 2026

Economy & Policy

UBS: US & Global Economics Outlook 2026 (pdf)

Download

UBS: Semiconductor 2026 Outlook (pdf)

Download

UBS: US Credit Outlook (pdf)

Download

UBS: US Pharmaceuticals & Biotechnology 2026 Outlook (pdf)

Download

UBS: Restaurants 2026 Outlook (pdf)

Download

Asset Allocation & Strategy

UBS_Core Convictions_JAN 2026.011226 (pdf)

Download

Fund_Flow_Report_January_2026 (pdf)

Download

January_2026_Fund_Strategy_Flows_Report (pdf)

Download

UBS_US 4Q25 Earnings Briefing.011626 (pdf)

Download

Capital Group: 5 Keys to Investing in 2026 (pdf)

Download

Equity & Sector Outlooks

UBS Top U.S. Stock Ideas for 2026 (pdf)

Download

UBS: US Credit Outlook (pdf)

Download

UBS: Semiconductor 2026 Outlook (pdf)

Download

UBS: US Pharmaceuticals & Biotechnology 2026 Outlook (pdf)

Download

UBS: Restaurants 2026 Outlook (pdf)

Download

Innovation & Long-Term Themes

ARK Invest: Innovation Trends Shaping 2026 and Beyond (pdf)

Download

Wealth in Transition: The Rise of New and Multi‑Generational Billionaires (pdf)

Download

Financial Resources

Receive Michael Lee's newsletter for additional strategies and personalized updates to support your financial journey.

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Check the background of your financial professional on FINRA's BrokerCheck.


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.


  

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. 


This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.


Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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Building C; Suite 120

Iselin, NJ 08830

Phone number

(732) 750-2950

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