2026 Market Outlook – Innovator ETFs – 12.16.25

Overview:
Title: 2026 Market Outlook
Date: Tuesday, December 16, 2025
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

The bull market enters a make-or-break year. Join Tim Urbanowicz, CFA and Tom O’Shea, CFA for fast, focused insights on volatility ahead, what AI spending may signal for portfolio risk, and why 2026 could reward earnings over valuation.

Join us for a timely discussion on:

  • Bull Market at a Crossroads: Why year four of this run may be the most volatile yet.
  • AI Spending & Portfolio Risk: Could surging investment in AI signal changing risks?
  • Valuation to Earnings Rotation: Why 2026 success may hinge on earnings leadership.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Tim Urbanowicz, CFA Tim Urbanowicz, CFA Chief Investment Strategist Innovator ETFs

Tim Urbanowicz, CFA is the Chief Investment Strategist for Innovator Capital Management. In his role, Tim is responsible for all market research, investment strategy, and model portfolio solutions. Tim is a regular contributor on Fox Business Network, CNBC, Yahoo! Finance, and Bloomberg, discussing his views on the economy and global capital markets.

Prior to joining Innovator, Tim was a Sr. Investment Strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust Tim served as the Director of Fixed Income ETFs and Head Capital Markets Strategist for Invesco.

Tom O’Shea, CFA Tom O’Shea, CFA Director of Research & Investment Strategy Innovator ETFs

Tom O’Shea joined Innovator Capital Management in 2022 as the Director of Research & Investment Strategy and is responsible for investment research and portfolio construction. Prior to joining Innovator, Tom was a Senior Consultant in EY’s Strategy and Transactions group. Tom spent the majority of his career at Northern Trust Asset Management as an Investment Strategist on the Global Asset Allocation team.

Tom is a CFA charter holder, a member of the CFA Society of Chicago and holds a Bachelor of Science in finance from the University of Illinois Urbana-Champaign.

The Funds have characteristics unlike many other traditional investment products and may not be suitable for all investors. For more information regarding whether an investment in the Fund is right for you, please see “Investor Suitability” in the prospectus.

Carefully consider the investment objective, risks, charges, and expenses contained in the prospectus at innovatorefs.com. Read carefully.

There is no guarantee the fund will achieve its investment objective. Investors purchasing shares after an outcome period has begun will be exposed to enhanced downside risk.

Distributor: Foreside Fund Services, LLC.