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 independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees and objectives can be found in Waverly’s ADV Part 2A Brochure and Form CRS (Customer Relationship Summary), 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. This information should be used as a reference only.
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, please see our other important disclosures: https://waverly-advisors.com/otherimportantdisclosure/
Q2 2026 Economic & Market Insight – Brad Rathe
In this Q2 2026 Economic & Market Insight update, Bradley J. Rathe provides a concise overview of the key forces shaping markets as we move through the second quarter of the year.
Presented By
Bradley J. Rathe — Partner, Senior Director of Portfolio Management
Bradley breaks down the current market environment following a relatively stable first quarter, highlighting the underlying trends investors should be paying attention to. He discusses strong earnings expectations, including projected double-digit growth and a surge in positive corporate guidance, signaling continued optimism from a fundamental standpoint.
The update also covers evolving geopolitical risks, including ongoing global conflicts and renewed focus on U.S.–China relations, which could play a significant role in market direction moving forward.
Additional Topics
Bradley provides insight into how these factors may influence both equity and fixed income markets, helping investors stay informed and prepared for the months ahead.
Video Details
Video recorded on: Monday, April 13, 2026
Important Disclosures
For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure
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 independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees and objectives can be found in Waverly’s ADV Part 2A Brochure and Form CRS (Customer Relationship Summary), 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. This information should be used as a reference only.
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, please see our other important disclosures: https://waverly-advisors.com/otherimportantdisclosure/
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Clay joined the firm in 2022 when BT Wealth Management was acquired by Waverly Advisors. Clay is a Partner and serves as Chief Investment Officer. He runs the Investment Committee, the Private Markets Committee, and oversees the firm’s investment process. Prior to Waverly, Clay was a Director with Zurich Alternative Asset Management, a subsidiary of Zurich Insurance Company that managed more than $15 billion in investments spanning Real Estate, Private Equity, and Hedge Funds. Before Zurich, Clay served as a senior analyst focusing on private markets for Erste Bank, and prior to that for a single-family office. Clay has an MS in Economics and BBA in Finance from the University of Kentucky.
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