Please join Portfolio Manager Brian Demain for a timely discussion on how index concentration, AI driven dispersion, and under owned mid-caps are reshaping the opportunity set in mid cap growth.

Hear from Richard Bernstein and Michael Contopoulos, alongside Robert Schramm-Fuchs, as they discuss the implications of persistent inflation, deglobalization, changing market leadership, and the growing case for opportunities beyond today's most crowded trades. They'll share how these themes are influencing portfolio positioning across equities and fixed income.

Portfolio managers discussed positioning across equities and fixed income, AI opportunities, and high-conviction investment ideas. Attendees gained insights into interest rates, Fed policy, market risks, and opportunities ahead.

Explore why higher volatility, inflation, and rates may persist; what could be pressuring longer-dated yields; and where shorter-dated, variable rate, and fixed securitized exposures may offer income potential, diversification, and a lower-volatility profile.

Where are markets headed in 2026? Which asset class areas are positioned to benefit, and which could struggle? What are the implications for portfolio positioning? Watch our Market GPS investment outlook webcast to hear our asset class heads share insights on key considerations for navigating markets and investing for a brighter future.