Market Update | October 2026
In this quarter’s Market Update, CAPTRUST Chief Investment Officer Mike Vogelzang explores how a lesson from Japan’s bullet trains offers a powerful analogy for today’s economy and markets. While strong consumer spending, corporate earnings growth, and unprecedented investment in AI continue to drive momentum, rising interest rates, energy demands, and lofty expectations are creating new challenges. Watch to explore the key questions investors should be asking as AI-driven growth accelerates.
To download a copy of the transcript, click here.
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