Kevin Keane and Timothy Gormley recently attended the Evercore ISI Research Conference in New York, where leading analysts and industry experts shared forward-looking perspectives on the forces shaping today’s markets. The conference featured in-depth discussions across a wide range of sectors including U.S. equity strategy, semiconductors, retail, health care, financial technology, and global industrials.
Over the course of two days, Kevin and Tim gained timely insights into emerging trends, sector-specific opportunities, and the broader economic and policy outlook as we approach 2026. We continue to value Evercore’s detailed research and rigorous leadership, which plays a meaningful role in evolving the guidance we provide while helping clients confidently navigate a constantly evolving market landscape.
