2026 Q2 Fiduciary Perspective

Our Q2 Fiduciary Perspective includes our 2026 Q2 Market Outlook – A Market in Transition: Q2 Outlook on Geopolitics, AI, and Credit Markets, Is a Rollover to an IRA Right for You?, and a recap of our News & Notes. 
Fiduciary Perspective

In the Q2 2026 edition of Fiduciary Perspective, we cover the following topics:

  • A Market in Transition: Q2 Outlook on Geopolitics, AI, and Credit Markets
  • Is a Rollover to an IRA Right for You?
  • News & Notes

Most of the articles are available individually on our website. Click below to view a pdf version of Fiduciary Perspective.

The opinions expressed in this publication are as of the date issued and subject to change at any time. Nothing contained herein is intended to constitute legal, tax or accounting advice and clients should discuss any proposed arrangement or transaction with their legal or tax advisors.

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Pat Donlon and Sid Queler
Investments – Markets

A Market in Transition: 2026 Q2 Outlook on Geopolitics, AI, and Credit Markets

Volatility has returned to markets as investors weigh geopolitical risk, rapid advances in artificial intelligence, and growing questions around private credit. In our second quarter Market Outlook, we share Fiduciary's perspective on what has driven recent market moves and how we are thinking about risk, opportunity, and long‑term positioning.
A woman writing on a piece of paper
Wealth Planning

Is a 401(k) Rollover to an IRA Right for You?

When you leave an employer, deciding what to do with a former 401(k) is an important — but often overlooked — choice that should be evaluated in the context of your broader financial plan.

Talk to a Fiduciary Trust Advisor