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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.

Learn how to stay grounded through market uncertainty and keep your investment strategy focused on long-term goals.

"Risk should never feel accidental. It must be intentional, understood, and appropriately compensated."

Q: There’s an old saying that “the best investors are dead.” What does that mean?

Q: With so much uncertainty in the markets right now, how can I keep my financial plan on track without having to constantly change it.

CAPTRUST Chief Investment Officer Mike Vogelzang highlights the exceptional run in U.S. equities, the rise of global markets, and key 2026 events, from fiscal stimulus to a new Federal Reserve chair, that could influence investor sentiment. He also explores the pivotal role of AI investment and whether productivity gains will broaden beyond mega‑cap technology. Successful investing isn’t about reacting to headlines, but about staying diversified, patient, and focused on the long-term journey.

Risk is multifaceted and deeply personal. Whether you are building a long-term portfolio for growth or for capital preservation, understanding how risk functions—and how it aligns with your financial plan—is essential.

While no investment strategy can guarantee success and all investing carries risk— including the potential loss of principal—a successful investor aims to maximize returns and minimize losses. The following six fundamental principles may help guide you toward more effective investing.