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.

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.