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Navigating a Changing Macro Landscape

Watch the replay of our Macro webcast featuring Richard Bernstein, Global Head of Macro & Customised Investing, and Michael Contopoulos, Head of Multi-Asset Macro Investing, in conversation with Terry Ober, Managing Director, SMA Model Specialist, as they discuss the macroeconomic forces shaping global markets today.

Jun 17, 2026
35 minute watch

Key takeaways:

  • Structural shifts in the global macro environment
  • The outlook for growth, inflation, and monetary policy
  • Implications for asset classes and portfolio positioning
  • Key risks investors should monitor in the period ahead