Markets in Motion: Observations from 2025 & Opportunities in 2026 – Diamond Hill – 3.5.26

Diamond Hill Webcast - Upcoming - Markets in Motion: Observations from 2025 & Opportunities in 2026

Overview:
Title: Markets in Motion: Observations from 2025 & Opportunities in 2026
Date: Thursday, March 5, 2026
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Despite uncertainty around interest rates, an evolving political landscape and shifting expectations for AI spending, markets pushed higher in 2025. Join our portfolio managers as they review how markets have started in 2026 and highlight the opportunities they’re seeing today.

Key Discussion Topics:

  • Strategic positioning across asset classes for the year ahead
  • Impact of the Federal Reserve and policy proposals on capital markets
  • Global market opportunities in a shifting landscape
  • Risk management strategies for the evolving macro environment

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Brian Fontanella, CFA Brian Fontanella, CFA Portfolio Specialist Diamond Hill

Brian serves as a portfolio specialist for Diamond Hill and joined the firm in 2009.

Prior to joining Diamond Hill, he was an investment analyst with J.P. Morgan Private Wealth Management from 2007 to 2009.

Brian has a Bachelor of Science in finance from Miami University (cum laude).
Austin Hawley, CFA Austin Hawley, CFA US Equity Portfolio Manager Diamond Hill

Austin serves as a portfolio manager for Diamond Hill and joined the firm in 2008.

Prior to joining Diamond Hill, Austin was an equity analyst at Putnam Investments from 2004 to 2008. From 1999 to 2002, he was an investment associate at Putnam Investments.

Austin has a Bachelor of Arts in history (cum laude) and a Master of Business Administration (with distinction) from Dartmouth College.
Krishna Mohanraj, CFA Krishna Mohanraj, CFA International Equity Portfolio Manager Diamond Hill

Krishna serves as a portfolio manager for Diamond Hill and joined the firm in 2012.

Prior to joining Diamond Hill, Krishna was a senior research associate at Sanford C. Bernstein from 2011 to 2012. From 2008 to 2009, he was a quantitative analyst at Exelon Corporation. From 2005 to 2008, Krishna was a product manager with MCA Solutions. From 1999 to 2004, he was a solution architect with i2 Technologies.

Krishna has a Bachelor of Technology from the Indian Institute of Technology, Madras (Chennai, India), a Master of Science from the University of Texas at Austin, and a Master of Business Administration from the London Business School (with distinction).
Henry Song, CFA Henry Song, CFA Fixed Income Portfolio Manager Diamond Hill

Henry serves as a portfolio manager for Diamond Hill and joined the firm in 2016.

Prior to joining Diamond Hill, Henry was a portfolio manager at J.P. Morgan Asset Management from 2005 to 2016.

Henry has a Bachelor of Business Administration from the University of Michigan.