Q1 2026 Economic & Capital Market Outlook & Recap – Seattle, Washington
Lawrence Hood, Jim Ayres
May 14, 2026
This conversation, led by senior members of the Waverly Advisors, Seattle, Washington, team and supported by firmwide investment insights, explores the evolving economic and market landscape following the Iran conflict, shifting inflation expectations, changing Federal Reserve policy outlooks, and broadening global market participation.
Featured speakers include:
Larry Hood, ChFC®, Partner, Regional Director, Wealth Advisor
Jim Ayers, CFA®, CAIA®, Director of Multi-Asset Strategies
Jim Ayers leads the economic portion of the discussion, analyzing global growth trends, inflation dynamics, oil price volatility, Federal Reserve policy expectations, consumer sentiment, interest rate projections, currency movements, and international market opportunities. Larry Hood concludes with insights on portfolio construction, diversification, market valuations, foreign equity positioning, fixed income strategy, commodities, and long-term asset allocation philosophy.
Topics covered in this discussion include:
The impact of the Iran conflict on oil prices, inflation, and global markets
Why expectations for Federal Reserve rate cuts shifted dramatically during the quarter
The relationship between energy prices, economic growth, and inflation pressure
Broadening market leadership beyond the Magnificent 7 and large-cap technology
Opportunities in value stocks, small caps, foreign equities, and commodities
U.S. consumer sentiment, inflation expectations, and recession risks
Currency trends and how a weaker dollar may support international markets
Portfolio diversification and long-term strategic asset allocation
Music Credit: Song: Olif — Be Yourself
Music provided by Vlog No Copyright Music.
Video Link: https://bit.ly/3u2ON9O
IMPORTANT DISCLOSURES
The information presented in this document is for general informational and educational purposes and is not specific to any individual’s personal circumstances. Nothing in this document constitutes, or shall be relied upon as, investment, legal, or tax advice to any person. The information in this document is provided effective as of the date of its publication, does not necessarily reflect the most current status or development, and is subject to revision at any time. Investing involves risk, and past performance does not necessarily predict future results. None of Waverly, or any of its officers, members, or affiliates, in any way warrant or guarantee the success of any action that anyone may take in reliance on any statements or recommendations in this document.
Waverly Advisors, LLC (“Waverly”) is an SEC-registered investment adviser. A copy of Waverly’s current written disclosure brochure and Form CRS (Customer Relationship Summary), discussing our advisory services and fees, remains available at https://waverly-advisors.com/. You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors, LLC (“Waverly”). This information should be used as a reference only. Talk to your Waverly advisor, or a professional advisor of your choosing, for guidance specific to your situation. Please note: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Larry Hood joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC. Prior to joining Waverly, Larry was the founder and CEO of Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company, where he earned a reputation as a visionary financial executive and pioneering entrepreneur with over 30 years of experience leading an independent fee-only wealth management firm. As a Partner, Regional Director, and Wealth Advisor at Waverly, Larry will continue in a leadership position, managing the regional office and focusing on growth strategies.
Jim Ayres joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC. and serves as Director of Multi-Asset Strategies. Jim brings over thirty years’ experience serving the needs of institutional and high net worth investors across a broad range of topics, including investment strategy, asset allocation, and market and economic analysis.
Q1 2026 Economic & Capital Market Outlook & Recap – Seattle, Washington
This conversation, led by senior members of the Waverly Advisors, Seattle, Washington, team and supported by firmwide investment insights, explores the evolving economic and market landscape following the Iran conflict, shifting inflation expectations, changing Federal Reserve policy outlooks, and broadening global market participation.
Featured speakers include:
Jim Ayers leads the economic portion of the discussion, analyzing global growth trends, inflation dynamics, oil price volatility, Federal Reserve policy expectations, consumer sentiment, interest rate projections, currency movements, and international market opportunities. Larry Hood concludes with insights on portfolio construction, diversification, market valuations, foreign equity positioning, fixed income strategy, commodities, and long-term asset allocation philosophy.
Topics covered in this discussion include:
For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure
Video recorded on: Monday, May 11, 2026
The charts and data referenced in this presentation are provided by third-party sources, including Bloomberg and other market research providers.
To Reach Larry Hood, ChFC®, Partner, Regional Director, Wealth Advisor
Email: [email protected]
Phone: 206-636-4700
To Reach Jim Ayres, CFA®, CAIA®, Director of Multi-Asset Strategies
Email: [email protected]
Phone: 206-631-1037
Waverly Advisors, LLC – Seattle, WA
Office: https://waverly-advisors.com/offices/seattle-wa/
450 Alaskan Way S,
Suite 500,
Seattle, WA 98104
Music Credit: Song: Olif — Be Yourself
Music provided by Vlog No Copyright Music.
Video Link: https://bit.ly/3u2ON9O
IMPORTANT DISCLOSURES
The information presented in this document is for general informational and educational purposes and is not specific to any individual’s personal circumstances. Nothing in this document constitutes, or shall be relied upon as, investment, legal, or tax advice to any person. The information in this document is provided effective as of the date of its publication, does not necessarily reflect the most current status or development, and is subject to revision at any time. Investing involves risk, and past performance does not necessarily predict future results. None of Waverly, or any of its officers, members, or affiliates, in any way warrant or guarantee the success of any action that anyone may take in reliance on any statements or recommendations in this document.
Waverly Advisors, LLC (“Waverly”) is an SEC-registered investment adviser. A copy of Waverly’s current written disclosure brochure and Form CRS (Customer Relationship Summary), discussing our advisory services and fees, remains available at https://waverly-advisors.com/. You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors, LLC (“Waverly”). This information should be used as a reference only. Talk to your Waverly advisor, or a professional advisor of your choosing, for guidance specific to your situation. Please note: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. © 2024 Waverly Advisors, LLC. All rights reserved.
For more information about our disclosure.
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Larry Hood joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC. Prior to joining Waverly, Larry was the founder and CEO of Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company, where he earned a reputation as a visionary financial executive and pioneering entrepreneur with over 30 years of experience leading an independent fee-only wealth management firm. As a Partner, Regional Director, and Wealth Advisor at Waverly, Larry will continue in a leadership position, managing the regional office and focusing on growth strategies.
Jim Ayres joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC. and serves as Director of Multi-Asset Strategies. Jim brings over thirty years’ experience serving the needs of institutional and high net worth investors across a broad range of topics, including investment strategy, asset allocation, and market and economic analysis.
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