June Newsletter from Sullivan Wealth Management
What are the key forces shaping markets for the second half of 2026? From geopolitical uncertainty and inflationary pressures, to opportunities in quality equities and fixed income, we highlight what investors should be keeping an eye on as market conditions evolve. We also take a closer look at the catalysts behind the recent rally in USD/CAD, and present some helpful estate planning strategies.
What are the key forces shaping markets for the second half of 2026? From geopolitical uncertainty and inflationary pressures, to opportunities in quality equities and fixed income, we highlight what investors should be keeping an eye on as market conditions evolve. We also take a closer look at the catalysts behind the recent rally in USD/CAD, and present some helpful estate planning strategies.
Sullivan Wealth Management
June 18, 2026
Global Insight - Midyear Focus
Some investment opportunities are built on structural forces powerful enough to transcend the noise of today’s investment environment. We see these unstoppable megatrends as defining forces for the coming decades.
Global Equity - Opportunities remain, but selectivity matters
Global equities can continue to move higher despite elevated valuations. We will continue to focus on quality companies with strong balance sheets and durable earnings growth as we navigate ongoing geopolitical and economic uncertainty.
Global Fixed Income - Bonds are back in the conversation
Higher starting yields have improved the appeal of fixed income, and we see opportunities in quality government and investment-grade bonds in what is still an uncertain rate environment.
Three Key Takeaways
- Quality over speculation.
- Geopolitics remains a market driver.
- Diversification is earning its keep.
To read the Portfolio Advisory Committee's full Global Insight Midyear Focus, click here.
The George Davis Report
May 2026 Edition
Don’t miss this month’s edition of the George Davis Report, where discusses the catalysts behind the recent rally in USD/CAD and some hedging opportunities that the rally presents.
To access this informative report, please click here.
Estate Planning Guide
Plan for tomorrow – today
It’s never too early to start thinking about your estate and putting a plan in place. It goes beyond your Will, and includes Power of Attorney, beneficiary designations, and planning for "what if" scenarios.
To view our full estate planning guide, click here.