We publish Prism Brief near the end of the first and third calendar quarters to supplement our twice-annual Prism investment outlook.

Extreme performance in one type of investment may increase your risk.

 In the new issue of Prism Brief, the &Partners Investment Team recommends managing any imbalances caused by large returns in any one part of your portfolio.

Prism 2026 Q4 Brief also:

• Explains how international stock allocations can help manage the U.S. market’s concentration in tech
• Summarizes the Investment Team’s other recommendations for the rest of the year
• Offers their outlook for U.S. stocks, international stocks, fixed income, and private markets — including an upgrade for fixed income

About Prism Brief

We release Prism Brief in late March and late September each year. Each issue:

• Provides timely insights
• Offers a new recommendation from the Investment Team
• Updates the asset class outlook and recommendations from the previous issue of Prism