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The key theme of our 2026 Investment Forum was the Power of Perspective, reflecting the vital role of perspective in navigating today’s rapidly shifting environment. Throughout the day, our expert speakers discussed the trends shaping markets and investment opportunities, offering new thinking and fresh ideas. Below we share the key perspectives from three of those sessions:
Macro Strategist Michael Medeiros examines why policy is at an inflection point and shares his outlook for 2027.
Geopolitical Strategist Thomas Mucha explains why he believes we have entered a new age of resilience with profound implications for investors.
Fixed Income Portfolio Manager Campe Goodman assesses the rapidly changing credit market and what it may mean for portfolio positioning in 2027.
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Portfolio Manager Noah Atlas explains why hybrid capital may offer an attractive alternative to both stocks and corporate bonds in a time when both bond yields and equity valuations are high.
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Investment Director Marco Giordano assesses the latest risks and opportunities in global bond markets.
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Fixed Income Portfolio Manager Connor Fitzgerald explores whether the credit markets could derail the AI boom and what the potential implications could be for investors.
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Resilient growth, rising risks: Investing through the energy shock
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Rapid fire questions with Jeremy Butterworth on 2026 credit markets
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Monthly Market Review — September 2026
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