Published on May 07, 2026

Weekly Strategy Perspectives - A Brave New World

Markets continue to balance a long-term AI-driven growth narrative against near-term disruptions from the Iran conflict, as focus shifts toward the future of the next Industrial Revolution.

Written by Carol Schleif, CFA, SASB-FSA

A Brave New World

"The bravest are surely those who have the clearest vision of what is before them,
glory and danger alike, and yet notwithstanding, go out to meet it.”

― Thucydides

The Through Line: For weeks, markets have tried valiantly to lean into the growth thesis provided by the transformative technological rewiring the globe is undergoing. The long-term focus has been periodically interrupted, however, when each zig or zag in the Iran conflict wrenches attention back into the present tense. Last week, we examined strategies for wrangling risk into a more manageable package. This week, we turn our attention to envisioning what the future may hold as the next Industrial Revolution continues to evolve.

Click to read: Weekly Strategy Perspectives - A Brave New World