Markets in 2026 are being shaped by a new set of crosscurrents—persistent inflation, shifting Fed policy, and early signs of a moderating labor geopolitical shocks.

Join us for our webcast, Q2 2026 Investing Insights: Macro and Market, in which key members of our investment strategy team will share perspectives on how economic shifts may influence portfolio positioning in the months ahead.

In an environment where policy flexibility is narrowing and uncertainty is rising, we’ll focus on the signals that matter most. Key topics include:

• The Fed and interest rates. Do persistent inflation and unemployment risks leave the Fed between a rock and a hard place?
• Private credit in the headlines again. Systemic risk or just misunderstanding?
• AI and labor market trends. Stabilization or early signs of fragility?
• Commercial real estate and housing trends. How is the market adapting to stubborn mortgage rates?

Michelle Walker, CFA, Managing Director, Chief Investment Officer, Moss Adams Wealth Advisors

Michelle has worked in the financial services industry since 1993, and is experienced in multi-asset class allocation, portfolio construction, and macroeconomic analysis, as well as traditional and alternative manager due diligence. As chief investment officer, Michelle leads the investment research and portfolio management (IRPM) team and the investment committee (IC). She’s primarily responsible for aligning investment research and analysis to serve the needs of clients.

Dominic Cellitti , CFP®, Senior Financial Advisor, Moss Adams Wealth Advisors

Dominic has provided financial planning solutions and investment advice to clients since 2013. Primarily serving closely held businesses, executives, and families, Dominic helps clients prepare for transactions, retirement, and other complex wealth management needs by leveraging his expertise in cash flow planning, investment diversification, and risk management.

Dominic also focuses on the wealth aspects of estate planning, including multigenerational planning, gifting, and charitable giving strategies.