Join Waldron Partners for a timely and engaging economic update with Brian Levitt of Invesco, featuring his 2026 presentation, Portfolio Playbook: Cyclical Acceleration. With the stock market proving remarkably resilient in 2025 and policy conditions becoming clearer, many investors are asking: What comes next, and what does it mean for portfolios moving forward?

In this session, Brian will share a practical, easy-to-follow framework for understanding today’s economic landscape, including:

• How trade developments, fiscal policy, and Federal Reserve decisions influenced markets in 2025
• Where we may be in the current business cycle, and why recession signals remain limited * What key indicators, like leverage, the yield curve, credit spreads, and lending standards, suggest about economic momentum
• How policy responses could shift as the expansion continues
• What cyclical acceleration may mean for markets and long-term investors in 2026

This conversation is designed for those looking for a clear perspective on the economy and thoughtful insight into portfolio positioning in the year ahead.

A live Q&A will follow the presentation.