2026 White Oak Market Outlook
2025 marked the third consecutive year that equity markets returned double digit growth. We are encouraged that corporate profit margins are projected to continue growing, supported by increased corporate capital expenditures and resilient consumer spending.
Although affordability issues continue to confront lower and middle income consumers, companies are finding ways to absorb increased costs while protecting profit margins. We believe that the practices and methods adopted by companies during the Covid-19 pandemic shutdown have remained in place; enabling corporates to do more with less. We believe that the adoption of artificial intelligence technologies will enable companies to become even more efficient and profitable.
Our 2026 outlook explores themes we believe will position our investment strategies to perform well in 2026 and beyond.