Market Outlook: Navigating Rates, Energy Prices and Slowing Earnings Growth

CresAlta Investment Management CIO Joshua Stevens joined Lisa Bernhard on Reuters to break down where markets stand heading into year end.

His take: geopolitical tensions in the Middle East continue to keep energy prices and inflation elevated, which limits room for the Fed to ease and may keep AI-driven capex spending closely tied to where rates go from here.

Against that backdrop, Josh walked through where CresAlta is finding opportunity, favoring companies with durable earnings and dividend growth as the broader market’s earnings momentum starts to slow heading into 2027.

Watch both clips:
 Market outlook: https://lnkd.in/gbK2N93g
 Where he’s finding value in this environment: https://lnkd.in/g6v_BAdA

Dividends are not guaranteed and may be increased, decreased, or eliminated at any time. 
Holdings are as of 9/21/26 and are subject to change. Please visit cresalta.com/strategies/cvgd/ and cresalta.com/strategies/cvsm to view the top ten holdings.