Markets are experiencing a period of heightened uncertainty as policy developments, inflation data, and geopolitical events influence investor sentiment and economic expectations. In this environment, maintaining a disciplined, long-term perspective remains important.
Join Mike Silverman, Chief Investment Officer, and Rebecca Patterson, Senior Fellow at the Council on Foreign Relations, for a discussion of current macroeconomic conditions, including trends affecting economic growth and interest rates, developments in U.S. and global monetary and fiscal policy, and geopolitical factors influencing energy, trade, and financial markets. The discussion will explore how these dynamics may be relevant to considerations around portfolio positioning, risk assessment, and long-term capital planning.
Recent geopolitical events have coincided with increased volatility in energy markets, evolving policy responses, and ongoing inflation considerations, contributing to changes in interest rate expectations and a complex investment landscape.
Intended for families, business owners, and investors, this virtual session will provide analysis and perspectives to help participants better understand current market conditions.
