2026 Q2 CIO Review and Outlook

Published on July 10, 2026

Chief Investment Officer Sean Taylor reviews a strong second quarter for emerging markets, where AI and reindustrialization were key drivers of investor returns.

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Q2 2026 Baird Chautauqua International and Global Growth Fund Commentary

July 10, 2026
Assessing the year so far, much of the portfolios’ declines have been a compression of valuations, not a deterioration of earnings. For many of our holdings, the two have moved in opposite directions. Revenues, profitability, and cash flow have continued to build, even as the multiples placed against them have fallen.

American Century’s Greenblath Talks Credit Risk on Schwab Network

July 10, 2026
One of the bigger questions facing advisors and investors right now revolves around credit. Inflation, volatility, and Fed rate hikes all loom, potentially heightening credit risk for portfolios. Navigating that risk may be a crucial task in the second half of this year.