Webinar Registration

Focus On The Fundamentals Amid Lots Of Noise

March 25, 2026 – 10:00 AM (EST)

• How threatening is the war with Iran to the global economic expansion?
• Are bonds or cash a better hedge against geopolitical risks?
• Will the equity rotation away from the U.S., Mag 7 stocks and the U.S. dollar soon resume?
• Do the recent signs of stress in private credit represent idiosyncratic or systemic credit risks?
• How much risk appetite is appropriate given the economic outlook, monetary and fiscal policies, and asset valuations?

The Zoom call details will be forwarded in a calendar invite upon registration.