Concord Asset Management

Our CIO Gary Aiken just released his July Insight, "The Grind Continues," a look at the first half of 2026 in the economy and markets.

Read the full piece here: https://concordassetmgmt.com/insight/the-grind-continues-a-review-of-the-first-half-of-2026-for-the-economy-and-markets/

Questions? Send us a message.

The Grind Continues: A Review of the First Half of 2026 for the Economy and Markets A mid-year review of economic and market trends, exploring Fed policy, geopolitical volatility, and resilient global stock performance.

AI valuation concerns pulled tech stocks lower this week. Sector rotation into banks, healthcare, and industrials helped the Dow extend its winning streak while PCE came in as expected.
https://concordassetmgmt.com/insight/weekly-market-insights-monday-june-29-2026/

Weekly Market Insights - Monday, June 29, 2026 Dow Jones rose on lower oil prices as AI valuation fears drove stock market sector rotation from tech into banks, healthcare & industrials.

Markets rose as inflation concerns eased, Middle East diplomacy progressed, and a major IPO renewed AI interest. For HNW investors, sentiment shifts remain worth watching.
https://concordassetmgmt.com/insight/weekly-market-insights-monday-june-15-2026/

Weekly Market Insights - Monday, June 15, 2026 Stocks rose as inflation worries eased, Middle East diplomacy progressed, and a record IPO boosted investor enthusiasm for AI.