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Macro EconomyUpdated•Originally published 16 April 2026•Updated 17 April 2026•

1 min read

Osterweis Capital Issues Q2 2026 Income Outlook Amid Geopolitical Volatility and AI Surge

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Key Facts

1The first quarter of 2026 featured a significant confluence of geopolitical and economic events.

2AI advancements, particularly in Anthropic's Claude and OpenAI's ChatGPT, remain major market drivers.

Osterweis Capital Management released its Q2 2026 income outlook, highlighting the interplay between geopolitical events and AI advancements. Parallel to this, Cohen & Steers (CNS) reported resilient Q1 results despite a late-quarter decline in Assets Under Management (AUM) driven by poor market performance. The CNS portfolio remains highly sensitive to yield curve shifts and reinflation risks due to its focus on high-duration equity hybrids, real estate, and infrastructure. Industry analysts suggest that asset managers stand to benefit from a potential enduring ceasefire and the normalization of global shipping routes. This updated outlook balances the growth potential of the AI boom against macroeconomic sensitivities and interest rate volatility. Overall, market sentiment remains mixed as investors weigh geopolitical risks against improving operational conditions.

about 2 months ago

Version History

Version 1about 2 months ago

What changed: The story was updated to include Cohen & Steers (CNS) performance data and the impact of yield curve shifts and shipping normalization on asset managers.