Key Economic and Investment Themes to Watch in 2026

A professional man in a suit and tie smiles at the camera. The text reads, Economic and Market Perspective: Q1 Key Economic and Investment Themes, with his name, Ross Bramwell, CFA, and company, HB Wealth, shown below.

As we look to 2026, this video shares our perspective on several key economic and investment themes and the potential impact each could have on the economy and markets. We discuss the Federal Reserve’s policy outlook given current economic data, fiscal stimulus from the tax bill that could continue to benefit companies and consumers, earnings growth that is still driving markets and may broaden beyond big technology, and the labor market, which has softened in recent months but remains critical to consumer spending and overall economic growth.

Watch here: https://youtu.be/GrACUCZe4cc

If you have any questions regarding this video, please reach out to your client advisory team or call 404.264.1400.

A man in a blue suit and checkered tie smiles at the camera. The background is blurry, showing a window with an abstract view of a cityscape.

Ross Bramwell, CFA

Managing Director of Investment Communications, Shareholder

Ross joined HB Wealth in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the HB Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.

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