Market intelligence

Wealth Voices — this week's calls

Specific investment recommendations from the tracked CIOs, strategists, and advisor-media voices. Week of June 19 – June 25, 2026. Talking points you can take straight to clients.

T1Chris Hyzy · Merrill / Bank of America Private Bank · macro_view · implied
constructive US equities (stay invested through drawdowns)
T1Jeffrey Buchbinder · LPL Financial · valuation_view
constructive US equities at ~21x forward
T1Jurrien Timmer · Fidelity · factor · implied
favor Equal-weight S&P 500 (breadth)
T1Liz Ann Sonders · Charles Schwab · caution
reduce concentration Mega-cap AI concentration (Alphabet, Broadcom, Micron)GOOGL, AVGO, MU
T1Mark Haefele & Solita Marcelli · UBS Global Wealth Management · theme
overweight Transformational innovation (AI, power & resources, longevity)
T1Mark Haefele & Solita Marcelli · UBS Global Wealth Management · duration
favor Short-to-medium duration high-quality bonds
T1Ryan Detrick · Carson Group · macro_view
stay invested US equities (S&P 500)SPX
T1Saira Malik · Nuveen · asset_class
favor Preferred securities
T1Saira Malik · Nuveen · factor
favor Floating-rate exposure
T2Ed Yardeni · Yardeni Research · index_target
bullish target S&P 500 year-end 8,250SPX
T2Josh Brown · Ritholtz Wealth Management · strategy
advocate Porterhouse rules-based SMA
T2Josh Brown · Ritholtz Wealth Management · single_security
ride momentum CaterpillarCAT
T2Josh Brown · Ritholtz Wealth Management · single_security
ride momentum Interactive BrokersIBKR
T2Josh Brown · Ritholtz Wealth Management · single_security
ride momentum Delta Air LinesDAL
T2Larry Fink · BlackRock · asset_class
advocate Private markets (blended public + private)
T2Tom Lee · Fundstrat · index_target
bullish target S&P 500 year-end 7,700SPX
T3Schwab Center for Financial Research · Charles Schwab · duration
reduce duration Below-benchmark / short duration
T3Schwab Center for Financial Research · Charles Schwab · asset_class
favor Preferred securities
T3Schwab Center for Financial Research · Charles Schwab · asset_class
favor High yield
T3Schwab Center for Financial Research · Charles Schwab · asset_class
favor Investment-grade corporates