The Long View: Investment Philosophy in Practice
"The Long View" was created to help advisors explore how Merit’s investment process translates uncertainty into thoughtful portfolio decisions. "The Long View" offers a consistent narrative for client conversations, with practical talking points across equities, fixed income, and alternative investments.
Inside, advisors will find perspective on the market backdrop, key investment themes, asset class outlooks, and conversation guidance designed to help clients stay focused on long-term decision quality rather than short-term predictions.
What’s Inside:
- A letter from the Chief Investment Officer on investment philosophy and process.
- Key 2026 market themes, including AI, small caps, rates, inflation, and alternatives.
- Advisor talking points for common client questions.
- Fixed income, equity, and alternative investment outlooks.
- Portfolio implications for the second half of the year.
What You'll Learn:
- How Merit approaches investing through decision quality, independent thinking, collaboration, valuation discipline, and a long-term perspective.
- Why the investment team focuses on adapting to new information rather than trying to predict markets with certainty.
- Key market themes shaping the second half of 2026, including AI, inflation, interest rates, geopolitical risks, and market leadership trends.
- How the AI investment story is evolving from infrastructure spending to identifying the companies generating meaningful returns from AI adoption.
Contact Us
Our team is here to serve as your professional partner on your path to growth. We are your back-office support with the tools and resources to help you build revenues, expand your practice, and grow as a professional.