March 2026 Market Update | Global Markets, AI Spending & Credit Risks
Автор: True North Advisors
Загружено: 2026-03-11
Просмотров: 27
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In our March 2026 Market Update, members of the True North investment team discuss the key forces shaping markets as we move through the first quarter of the year.
After three strong years for equities, the investment environment may look different ahead. In this conversation, we explore global market trends, the evolving impact of artificial intelligence on capital markets, risks emerging in credit markets, and the broader economic dynamics influencing investors.
Topics discussed include:
• Why international markets outperformed in 2025
• What may drive equity returns in 2026
• How AI spending is influencing both equity and credit markets
• Why selectivity matters in corporate and private credit
• The implications of a “K-shaped” economy
Watch the full discussion to hear how the True North investment team is thinking about the opportunities and risks shaping portfolios in the year ahead.
Learn more about True North Advisors at https://truenorthadvisors.com
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