Tom Hulick, CEO of Strategy Asset Managers, joined CNBC Squawk Box to discuss why he believes a 10% market move in 2026 is achievable, supported by stabilizing inflation, easing interest rates, infrastructure investment, and improving global growth. He emphasized the importance of focusing on policy over politics, the growing role of national security in economic decision-making, and potential upside from consumer spending and tax relief.
The discussion highlighted SAM’s disciplined, data-driven approach and their constructive outlook on global and US markets. Tom addressed the federal budget outlook and recent jobs data, noting continued optimism for U.S. and international equities. Tom also discussed market rotation beyond the “Magnificent Seven,” including opportunities in focus within manufacturing, infrastructure, energy, and financials.
The conversation reinforced Strategy Asset Managers’ disciplined, active investment approach and its focus on understanding the broader economic and policy forces that shape long-term investment decisions.