[REPLAY] JP Morgan’s Guide to the Markets with Dr. David Kelly from Lincoln

Recorded 05/07/2026

As 2026 begins, investors face a market defined by the contrast between low consumer confidence and record-high stock prices, persistent inflation pressures, and shifting labor dynamics. Dr. David Kelly will break down the economic and market outlook for 2026, including:

• The lingering effects of geopolitical conflict, tariffs, and shifting labor dynamics.
• Asset allocation: The need for broader diversification in highly valued and inflationary markets.
• Macro risks and principles for successful long-term investing.

To build on the insights shared during the webcast, you may find these resources helpful:

• Market Intel Exchange for timely market insights
• Capital Group Dividend Value ETF for 100% active management within an FIA