Q3 2026 CIO Review and Outlook

Published on October 23, 2026

Emerging markets continued to deliver strong year-to-date returns in 2026, although the third quarter served as a reminder that the path higher is rarely linear. After a powerful first-half rally led by artificial intelligence (AI), semiconductors and other growth-oriented sectors, markets experienced a broad correction in July before stabilizing through the remainder of the quarter.

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Why Stock Prices Eventually Follow Earnings—Not the Crowd

October 23, 2026
Stock prices reflect the decisions of buyers and sellers, whose expectations can shift quickly. Enthusiasm, fear, and uncertainty can push a stock above or below a reasonable valuation—and keep it there for an uncomfortable stretch of time.

US Department of Labor, US Trade Representative secure another USMCA enforcement victory in Amphenol case

October 23, 2026
WASHINGTON – The United States today announced the successful resolution of the USMCA Rapid Response Labor Mechanism (RRM) matter at the Amphenol Optimize México, S.A. de C.V. facility located in Nogales, Sonora, Mexico, which manufactures automotive and aerospace connectors, cables, and components. The resolution is another win for the Trump Administration, whose America First approach ensures ou