CFA Society Portland

Western Region Webinar: Macro Risks and Market Opportunities for the Second Half of 2026

The U.S. economy enters the second half of 2026 on strong footing, though risks around oil prices, inflation, labor markets, and geopolitical uncertainty remain elevated. At the same time, the automation revolution continues to support corporate profitability and productivity, creating a notable divergence between fundamental expectations and recent market action.  This session will explore the macro backdrop, the potential implications for earnings and economic growth, and where investors may find opportunities across secular themes, select cyclicals, and areas of the market that may be oversold.

Annual Golf Tournament

It’s time to dust off your clubs and get ready for one of our most popular events of the year! All skill levels are welcome in this four-person scramble tournament. You’re welcome to register as a full foursome or individually—we’ll help match solo players with others to ensure a great round and plenty of networking. Be sure to complete the questionnaire during registration so we can coordinate teams.