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.
© 2026 Waverly Advisors, LLC. All rights reserved.
For more information, please see our other important disclosures: Disclosure – Waverly Advisors (https://waverly-advisors.com/disclosure/)
Waverly Quarterly Review & Market Outlook Q3 2026
In this video from Clay McDaniel, CFA®, Partner, Chief Investment Officer at Waverly Advisors, LLC, he discusses key takeaways from Q3 2026 and the market environment heading into the next quarter.
Clay explains why the third quarter may be remembered as an inflection point for artificial intelligence—the moment AI’s influence spread well beyond equity markets, driving major adjustments in bond markets and public sentiment, including a remarkably fast turn against data center development. He discusses why this is a great time to be diversified, but not naively diversified, as AI exposure can quietly build up across stocks, bonds, and even real estate tied to data centers. Clay shares how Waverly’s team goes deep into each asset class to diversify with purpose, seeking high-quality assets that offer attractive returns and behave differently from one another. Finally, he explains why advances in AI capabilities don’t guarantee strong financial returns, and how the investment team is preparing portfolios to be resilient—whether the AI build-out keeps growing, slows down, or stalls—while staying ready to play offense as opportunities arise.
Video recorded on October 15th, 2026
To read the full Quarterly Review & Market Outlook Q3 2026, CLICK HERE.
If you would like more information about the topics and information discussed in this video, or if you’re ready to explore how they apply to your specific situation, contact a Waverly Advisor near you. Find a Waverly Advisor
Music Credit:
Song: Bright Horizons – BoDleasons
Music provided by Artlist
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.
© 2026 Waverly Advisors, LLC. All rights reserved.
For more information, please see our other important disclosures: Disclosure – Waverly Advisors (https://waverly-advisors.com/disclosure/)
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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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