Strong Earnings, Crisis Fatigue Led to Market Rally: Q2 2026 Strategic Income Webinar

Markets rebounded in the second quarter, but the underlying economic conditions were similar to the first. In this replay, the team discusses why Q2 sentiment was so much more bullish. 00:00 Intro 00:34 Market Sentiment Shift 04:51 Iran, Oil, and AI Tailwinds 08:27 AI’s Impact on Debt Markets 13:51 Portfolio Positioning 18:02 Q&A Session 18:28 Inflation, Rates, and Duration Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC. [OCMI-968408-2026-07-15] #FixedIncome #HighYieldBonds #AI #Investing #Osterweis #OsterweisCapitalManagement Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice. References to specific companies, market sectors, or investment themes herein do not constitute recommendations to buy or sell any particular securities. Holdings are subject to change and are not a recommendation to buy or sell any security. Current and future holdings are subject to risk. To obtain fund holdings visit www.osterweis.com. Connect with Osterweis for additional insights: Website: https://www.osterweis.com/ YouTube:    / @osterweiscapital   LinkedIn:   / osterweis-capital-management   For Terms & Conditions, visit the following link: https://www.osterweis.com/terms View our glossary of disclosures and definitions here: https://www.osterweis.com/glossary