Bob Graham of Riggs Asset Management provides a midyear 2026 market update, reviewing portfolio performance, key trends in stocks and bonds, and what investors should expect in the second half of the year. Markets have followed a typical midterm election cycle—strong early performance, a spring pullback, and a summer recovery. Looking ahead, Bob discusses the likelihood of continued volatility into the fall election, followed by a potential year-end rally. Key topics include: Stabilizing interest rates and easing inflation driven by declining energy prices Broadening market leadership beyond large-cap technology Strength in financials, healthcare, and industrial sectors Portfolio positioning for the remainder of 2026 and into 2027 If you have questions about your portfolio or the markets, please contact your Riggs advisor.
As we begin a new quarter amid ongoing conflict in the Middle East and elevated oil prices, many investors are asking what this means for the economy and their portfolios. In this short video, recorded earlier this month, Bob Graham, President of Riggs Asset Management, shares how we were interpreting recent volatility and where we saw signs that a potential bottoming process was beginning to take shape.
Global tensions in the Middle East can create uncertainty in energy markets and financial markets. In this update, Bob Graham of Riggs Asset Management discusses the potential economic impact of conflict involving Iran, the importance of the Strait of Hormuz to global energy supply, and why current market signals suggest the situation may be viewed as a short-term risk rather than a long-term economic disruption.
Interest rates and inflation trends will play a key role in shaping the economy in 2026. In this update, Bob Graham of Riggs Asset Management explains why the bond market is signaling potential Federal Reserve rate cuts, how housing costs influence inflation, and why lower interest rates could create additional tailwinds for the economy and financial markets.
The U.S. dollar may be entering a period of gradual decline, and history shows that certain sectors tend to benefit during those cycles. In this update, Bob Graham of Riggs Asset Management discusses past periods of dollar weakness, the industries that performed best during those times, and how investors can position portfolios to take advantage of similar market trends.
As 2026 begins, markets appear positioned for another positive year, though volatility may increase due to the midterm election cycle. In this update, Bob Graham of Riggs Asset Management discusses the outlook for stocks and bonds, Federal Reserve interest rate expectations, and how the next phase of artificial intelligence adoption could drive growth across multiple industries.