Matrix Asset Advisors Q2 2026 Capital Markets Commentary And Quarterly Report

Matrix Asset Advisors Q2 2026 Capital Markets Commentary And Quarterly Report

Matrix's Large Cap Value Portfolio was up in the mid-teens in Q2 2026, in line with the S&P 500 ® Index's gain and modestly ahead of the Russell 1000 ® Value's return. Read more here.

Asset Allocation Quarterly (Third Quarter 2026)

by the Asset Allocation Committee | PDF We expect no recession over our three-year forecast period, with near-trend GDP growth. Economic growth continues to be driven by business investment. Inflation will likely remain above the Fed’s long-term target but without further acceleration. We expect a cautious Federal Reserve, with inflation limiting the pace and magnitude of future policy easing. Geopolitical tensions will remain elevated, contrib…