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July 20, 2026

Q2 2026 Economic and Market Review

By Jane Swan, CFA & Roraj Pradhananga, CIMA®, and CPA

When we wrote our Q1 economic and market update, the conflict between the United States and Iran was underway. There was great uncertainty about whether a deal would be made, yet optimism from markets that a swift conclusion would be found. Three months later, we are in much the same position. Many of us are exhausted by the contradictory messages and actions that keep coming out about the conflict and its potential humanitarian and economic implications. There has been a persistent lack of clarity and useful information coming out of Washington. In this letter, we hope to offer something more useful: a look at what actually happened in the economy during the second quarter, what the markets are telling us, and what it may mean for your portfolio as we head toward the fall.

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July 13, 2026

Advocacy Update: Unpacking the Key Issues of Engagement at US SIF’s 2026 Capitol Hill Day

US SIF’s annual Capitol Hill Day event brings together sustainable investors, managers, allocators, and other sector players from across the United States to share knowledge and advocate for policy change, with elected officials. Veris has been part of the US SIF community since our founding in 2007, and we share a belief with US SIF that it is crucial for impact investors to engage our elected officials and advocate for policy actions that support our work as a sector. Veris was proud to again sponsor and participate in the Capitol Hill Day event in 2026 to build on the work of the Congressional Sustainable Investment Caucus. 

Members of the Veris delegation, including Maya Zamir, Roraj Pradhananga, Lori Choi, as well as several of our firm’s clients, traveled to Washington D.C. in June to engage with policymakers from across the political spectrum including the offices of Senator Michael F. Bennet (Colorado); Senator Kristen Gillibrand (New York), Representative Jim Himes (Connecticut); Senator Angela Alsobrooks (Maryland); Senator Peter Welch (Vermont); and Representative Nancy Pelosi (California), among others.  

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May 22, 2026

Economic & Market Update: Q1 2026

The US economy grew at an annualized rate of 2% in the first quarter due to continued AI-related investments and resilient consumer spending, which increased due to demand for healthcare and financial services.1 Retail sales rose 1.7% in March,2 driven by higher energy prices from the heightened global shipping and oil supply fractures. Discretionary spending continues to be supported by higher-income households as the K-shaped economy continues and larger tax refunds due to the 2025 tax bill,3 although lower-income households are using their tax refunds to pay down debt. Consumer sentiment weakened amid the rising energy costs but has not translated to lower consumer spending yet.

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May 4, 2026

Veris Recognized as a Leading Firm for Women in Wealth Management & Diversity in Wealth Management

The 2026 Family Wealth Report Awards recognized Veris as an industry leader in two categories: Women in Wealth Management (Company Contribution) and Diversity in Wealth Management (Company).* 

Family Wealth Report Magazine publisher ClearView Financial Media created this annual awards program to recognize the most “innovative and outstanding” firms, teams, and individuals serving families and family offices in North America. 

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March 16, 2026

Veris Spotlight: Senior Advisor Elena Ladygina

Elena Ladygina is a Partner, Senior Advisor, and Head of the New York City office at Veris. She serves as a voting member of the firm’s Investment Committee and Management Team. With two decades of experience, Elena provides comprehensive financial and investment guidance to individuals, families, and organizations, helping them align their financial assets with their values. She holds the CFA® Charterholder and CERTIFIED FINANCIAL PLANNER® certifications and focuses on navigating the complexities of wealth management for high net worth clients. 

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March 9, 2026

Symposium Briefing: Investing in the Women’s Sports Economy

Sunday March 8th was International Women’s Day, an annual celebration of the achievements of women and also a call to action to do more to advance gender equality across the globe. In the lead up to International Women’s Day, Veris was honored to sponsor the Investing in Women in Sports Symposium, a powerhouse event curated by Tuti Scott (Changemaker Strategies) and hosted by Julie Castro Abrams (How Women Invest). The energy in the room was incredible! There were many important insights by Symposium speakers, and we wanted to share a few of the key takeaways we heard for those who fully support this work but could not be there in person. 

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