The world is watching 2026 with anticipation.
Trade tensions, shifting tariff policies, and volatile earnings forecasts are reshaping the global investment landscape, creating both risks and opportunities for investors, analysts, and business leaders.
For DePaul students, alumni, and finance professionals, the challenge isn’t just understanding what’s changing. It’s knowing how to analyze and act on it with the same frameworks used by leading institutional investors.
That’s why this November, join us for “Global Market Outlook: Trump, Tariffs, and Stock Markets 2026,” a premier DePaul finance and strategy session led by Professor Joel Litman, Chairman and CEO of Valens Research and Chief Investment Officer of Altimetry Financial Research.
He will be joined by Dr. Mark L. Frigo, founding Director of the Center for Strategy, Execution and Valuation in the Kellstadt Graduate School of Business at DePaul University in Chicago and the recipient of the Via Sapientiae Award–DePaul University’s highest honor for faculty.
In this session exclusively tailored for the DePaul community, Professor Litman and Dr. Frigo will share forward-looking insights into how U.S. political developments, global trade policies, and corporate earnings trends could drive valuation shifts across markets in 2026.
Global Market Outlook: Trump, Tariffs and Stock Markets 2026
By Professor Joel Litman (with Dr. Mark L. Frigo)
November 5, 2025, Wednesday
12:00 PM CT/ 1:00 PM ET
More than just a forecast, this event will also serve as a real-world preview of SEV 641 – Strategic Valuation, DePaul’s Winter Quarter 2026 course co-taught by Professor Litman and Dr. Frigo.
The course is described as “the most realistic, as real as it gets, real-time investment course,” where participants apply valuation frameworks to live company data, using Return Driven Strategy and Valens’ Uniform Accounting metrics to uncover the true performance and value drivers behind real businesses.
This session offers:
- A first-hand look at how real company analysis and strategic valuation models connect classroom theory to market reality
- A preview of the SEV 641 course experience—an opportunity to analyze, forecast, and value companies in real time
- A deeper understanding of how global forces like tariffs, taxes, and trade impact corporate strategy and equity markets
Whether you’re an MBA, MS Finance, or MS Accounting/Advisory student—or a alumnus looking to stay ahead of market trends—this is your opportunity to engage with the frameworks that top analysts and investors rely on today!
Don’t miss this high-impact, forward-looking session designed for the DePaul community.
Click on this link to register.
See you!