MARKETING DECK: Resilient economy & corporates - S&P 500 Year-end Target: 7,700

2026: Resilience and US exceptionalism

  1. 3 Phase Market
  2. 7 Black Swans: Argues for higher P/E
  3. US relative position: Compute and Energy
  4. Challenges later in 2026: Driver for Phase 2?
  5. New Fed: Market always challenges new Fed
  6. Demographic tailwind: S&P 500 15,000 by 2030

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Attached below is our latest marketing deck.

Please CLICK HERE to access the presentation in PDF format.

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