2026 Mid-Year Economic Outlook: Inflation, AI & Consumer Resilience with Andrew Davis, CFA (Ep. 22)
Is the economy slowing down, or is it simply returning to a more normal pace? With headlines pulling attention in different directions, it can be difficult to separate short-term noise from the longer-term trends that may shape financial decisions and investment outcomes.
In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy welcome back Andrew Davis, CFA, Head of Investment Strategy at Bryn Mawr Trust, to discuss the 2026 Mid-Year Economic Outlook. Together, they examine why consumers and businesses have remained resilient despite persistent uncertainty, how inflation and interest rates continue to influence markets, what AI-driven productivity gains could mean for future economic growth, and why investors may be better served by focusing on long-term fundamentals rather than reacting to daily market headlines.
Key takeaways:
- Why consumer and business resilience has continued despite inflation, higher interest rates, and economic uncertainty
- How the Federal Reserve is navigating inflation, interest rates, and labor market dynamics
- What artificial intelligence and productivity gains could mean for growth, earnings, and investment opportunities over the coming decade
- Why today’s interest-rate environment may reflect economic normalization—and why long-term investors should stay focused on fundamentals rather than short-term market noise
Connect with Bryn Mawr Trust:
- 833-973-7633
- LinkedIn: Bryn Mawr Trust
- Website: Bryn Mawr Trust
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About our Guest:
Andrew Davis, CFA, is the Head of Investment Strategy at Bryn Mawr Trust Advisors, where he helps shape the firm’s investment outlook, asset allocation decisions, portfolio positioning, and advisor guidance. He specializes in translating complex developments across the economy, financial markets, and public policy into clear, actionable insights for investors.
Throughout his career, Andrew has worked at the intersection of economics, investment strategy, and portfolio management. Before joining Bryn Mawr Trust, he held investment strategy and economist roles at SEI, Moody’s Analytics, and the U.S. Bureau of Labor Statistics.
Today, he leads the firm’s market and economic research efforts, supporting advisors, clients, and investment decision-making across the organization. He regularly shares his perspectives through market commentary, client presentations, media appearances, and his weekly video series, Two the Point, which helps investors navigate an increasingly complex investment landscape.
Andrew is also a frequent media contributor, appearing on outlets including CNBC and SiriusXM to discuss economic trends, market risks, portfolio strategy, and the outlook for investors. His investment philosophy is grounded in disciplined asset allocation, thoughtful risk management, and a long-term perspective, emphasizing the importance of maintaining a consistent investment process through changing market environments.
He holds the Chartered Financial Analyst (CFA) designation, an MBA from The Wharton School, and a Master’s degree in Applied Economics from Johns Hopkins University.
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