About this episode

Julie Biel reviews the market performance of Q1 2026 and discusses the outlook for the rest of the year.

In episode 308 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the first quarter of 2026, and the firm's outlook for the rest of the year.

People in this episode

Host: Julie Biel

Topics covered

• market performance
• investment outlook
• Q1 2026 review
• war
• AI
• leadership

Keywords

• market review
• investment strategy
• 2026 outlook
• financial analysis
• economic trends

Mentioned in this episode

Organizations: Kayne Anderson Rudnick Investment Management

More episodes of KayneCast: Kayne Anderson Rudnick’s Podcast Channel

• Sell Now – Ask Questions Later (Episode #314: MCC Review of Q1 2026) · May 5, 2026 · 12 min
• Oil Shock and Market Rotation (Episode #312: SCQV Review of Q1 2026) · April 30, 2026 · 16 min
• Volatility Up, Quality Still Central (Episode #311: SMID Review of Q1 2026) · April 29, 2026 · 18 min
• Agentic AI and the Economics of Software (Episode #310: LCG Review of Q1 2026) · April 28, 2026 · 23 min
• Applying a Cautious Playbook to AI and Asia Tech (Episode #309: ISC Review of Q1 2026) · April 27, 2026 · 14 min
• Finding Quality Amid a Fast Moving Market (Episode #307: SCC Review of Q4 2025) · February 3, 2026 · 10 min

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