Ryan Detrick & Kim Arthur: Sector Rotation, Mid-Cap Thematic Growth & Making the Bull Case for 2026

Main Management CEO Kim Arthur and Managing Partner Darol Ryan sit down with Ryan Detrick, Chief Market Strategist at Carson Group, for a candid conversation on where markets stand today and how financial advisors should be thinking about portfolio positioning heading into 2026. This discussion covers: Why financials and industrials are the sectors worth owning as rotation picks up from tech. What a six-sigma tech rally actually signals — and why semiconductors pulling back isn't a reason to panic. The case for mid-cap thematic growth in robotics, AI infrastructure, cybersecurity and energy grid as an alternative to Mag Seven concentration. Why gold and commodities still have a place in portfolios despite recent weakness. How hedged equity and alternatives are filling the role bonds no longer reliably play. Why Ryan believes the bull market has more room to run — and the historical data behind that call. What the Carson Group and Main Management partnership means for Carson advisors and their clients. For more of Ryan's market perspective, subscribe to his weekly Facts vs. Feelings podcast, where he and the Carson Investment Research team break down market-moving events every week and be sure to catch his regular appearances on CNBC. https://www.carsongroup.com/insights/... --------------------------------------------------------------- Main Management, LLC (“Main Management”, or the “Firm”) is an investment adviser registered under the Investment Advisers Act of 1940, as amended. The Firm was founded in 2002 and provides investment management services primarily to high net worth, family groups, foundations/endowments, and serves as a sub-adviser to third-party investment advisers & broker-dealers. The information contained herein was prepared using sources that the Firm believes are reliable, but the Firm does not guarantee its accuracy. The information reflects subjective judgments, assumptions and the Firm’s opinion on the date made and may change without notice. The Firm is not obligated to update this information. Nothing herein should be construed as investment advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable registration requirements. All equity investing entails risk of loss. In preparing this material, Main Management has not taken into account the investment objectives, financial situation or particular needs of any individual investor. Many securities transactions are risky and are not suitable for all investors. All securities investments carry risk, including a risk of loss of principal.