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Robert R. Teeter / May 1, 2026Economic Review: May 2026
In Silvercrest's May 2026 Economic Review, Robert Teeter examines the Strait of Hormuz closure, the ongoing strength of U.S. corporate earnings, rising capex and profit margins, and what it will take for the equity rally to continue.
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Featured Economics
Economic & Market Outlook—2026 & Beyond
Introduction The past 15 years have been rewarding for equity investors, despite the setbacks of the pandemic and inflation, both of which were, in hindsight, relatively brief. Looking to 2026…
The Case for Small Caps
Are small caps stuck in the discard bin forever? Following ten years of dominance by large caps and private equity, the portfolio role of small-cap public equities is being questioned…
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Silvercrest Insights
In this issue of Insights, our team examines key forces shaping today’s investment landscape. We explore evolving portfolio styles, valuation trends, technological innovation, and the outlook for global energy.
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