Advisor Perspectives’ Top Articles in June Cover Practical Concerns

Published on July 10, 2026

The articles that dominated the views in June were very much focused on the realities of investing, addressing everything from how inflation can affect your returns to incorporating AI into retirement evaluations.

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Healthcare Investing: Finding Growth Beyond Pharmaceuticals

July 10, 2026
Investors are often drawn to healthcare for its innovation and long-term growth potential. Yet in practice, allocations are often concentrated in a few large pharmaceutical companies, whether through direct stock picking or index weightings.

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.