Webcast: Quarterly Considerations

The new administration has hit the ground running, and investors are scrambling to keep pace with the rapid shifts underway. Our 2025 theme of fragility has already taken hold, as uncertainty gives way to an economic growth scare, prompting markets to rotate capital accordingly.

Join us as we cut through the volatility and focus on the signals that matter most for long-term allocations. In this discussion, we’ll explore:

• – The current economic backdrop and key risks ahead
• – The catalysts behind recent non-U.S. outperformance—and whether they are sustainable
• – Positioning fixed income for a broad range of potential outcomes
• – Optimizing alternative investments in a rapidly shifting landscape