Matrix Asset Advisors, an asset management company, released its Q2 2026 investor letter. The stock market rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% in the quarter and 10.2% year-to-date. Investors overlooked inflation concerns exceeding 4% and geopolitical tensions, focusing instead on robust corporate earnings, AI-driven growth, easing energy prices, and a stable economy. In the second quarter, the Large Cap Value portfolio rose in the mid-teens, in line with...
Matrix Asset Management’s Q2 2026 Investor Letter
