THE WORD ON THE STREET:2025 Market Overview and Investment Q&A

As we move through 2026, financial markets are being shaped by cooling inflation, shifting interest-rate policy, and rapid technological change. Equity performance has been uneven, with large-cap, AI-driven U.S. stocks outperforming many international and small-cap peers, while bond markets have stabilized as central banks cautiously pivot toward rate cuts. Commodities and cryptocurrencies have added further complexity amid geopolitical uncertainty and ongoing volatility.

Building on the lessons of an unexpected 2025, this year’s discussion will focus on diversification, adaptability, and positioning portfolios amid continued market uncertainty. TPF and the experts at Segal Marco Advisors will explore what these trends mean for institutional investors and how portfolios are being evaluated and positioned for the year ahead.

Please join us on Thursday, February 12th at 11:00 a.m. CT, for this timely webinar and live Q&A. After completing this session, participants will be able to:

• Review key market highlights from 2025 and early 2026 and what they mean for your organization’s investments

• Understand the TPF asset allocation review process and discuss any key adjustments

• Summarize the TPF portfolio analysis process and how portfolios are positioned moving forward

This is your opportunity to collaboratively reflect on a dynamic market environment and prepare for what lies ahead in 2026.

Register today for this informative and engaging event!