The Federal Reserve's decision to lower rates has set a new tone for the capital markets, influencing everything from liquidity and valuations to the broader economic outlook.

In the latest episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner and Sam Sudame discuss what the Fed's shift means for investors and how factors like AI spending, resilient growth and improving trade conditions are shaping the equity market and global markets heading into 2026.

They discuss:

Why the Fed acted despite steady growth and persistent inflation
How strong liquidity and corporate earnings are supporting higher valuations
The impact of rising AI spending on economic growth and market performance
Key implications for investment strategies across equities, real assets and fixed income

Even with elevated valuations and policy uncertainty, Michael and Sam stress the importance of thoughtful investment strategies, including staying diversified, managing risk and aligning portfolios with long-term objectives.

As always, please reach out to us if you have any questions.

Important Information:

The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security, and should not be relied upon as investment, legal or tax advice. Please consult with your investment, legal and tax advisors regarding any implications of the information presented in this presentation.

Rate Cuts, Resilient Growth and Rising Valuations: A Look Ahead to 2026