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Despite geopolitical uncertainty in early 2026, strong earnings, positive global growth, and intact long-term inflation and rate trends support a constructive market outlook. Diversified portfolios have outperformed, reinforcing the value of staying invested amid volatility.

Domestic equities ultimately delivered strong results, supported by resilient earnings across broader sectors and styles. International equities gained early leadership, outperforming during the initial tariff period due to attractive relative valuations and a sharply weakening U.S. dollar.