2026 Giving Season Market Update

Market insights to inform charitable giving

November 10, 2026

 

Even amid shifting policies, market volatility and affordability concerns, consistency remains essential. In this briefing, Don Greene and Chris Hyzy explore how investors can stay focused on long-term financial and charitable goals while considering opportunities created by higher yields, innovation and continued infrastructure investment. They also discuss the market outlook, navigating volatility and tax-efficient charitable giving strategies, including donating appreciated assets.

At a glance

  • Market outlook: A supply-led recovery, strong corporate revenues and continued infrastructure investment are supporting economic growth.
  • Investment opportunities: Higher-quality equities, infrastructure, commodities and higher yields may offer opportunities, particularly during periods of market weakness.
  • Long-term discipline: Consistent investing, asset allocation and rebalancing can help investors stay focused on long-term goals.
  • Navigating volatility: Policy developments and election uncertainty may create market swings, making it important to distinguish short-term volatility from changing fundamentals.
  • Tax-efficient charitable giving: Donating appreciated assets and using donor-advised funds may help support charitable priorities while complementing broader wealth-planning strategies.

 

Meet the speakers

Donald J. Greene
National Donor-advised Fund Executive
Bank of America Private Bank

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Chris Hyzy
Chief Investment Officer
Merrill and Bank of America Private Bank

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